BYD Guided: The 6-Month GUIDED VERSION
A calm, supported path to completing your BYD system.
The 6-Month BYD Workshop is a guided, supportive version of the original BYD Workshop, designed for those who want structure, accountability, and steady progress without feeling overwhelmed.
You’ll receive the same content as the main BYD Workshop, but instead of working through it entirely on your own, you’ll be guided step-by-step over six months.
How the 6-month journey works
Small, guided steps that build clarity, consistency, and peace of mind
Each phase of BYD Guided focuses on a core area of family planning and organization. You’ll move through the material with weekly guidance, clear priorities, and short daily actions so progress feels manageable and sustainable. You’ll receive practical tools, templates, and structured prompts, along with monthly live Q&A support when questions come up or life feels messy.
Clear monthly focus tied to one core BYD area
Weekly guidance emails with simple, doable next steps
Short daily actions designed to fit into real life
Ready-to-use templates and forms (nothing from scratch)
Monthly live Q&A for accountability and clarity
Your 6-month roadmap
Month 1 –🧾 LEGAL & LIFE PLANNING
You’ll review essential legal document such as wills, powers of attorney, living wills, and trusts and learn what each one is for and why it matters. This lesson helps you understand what you already have, what may be missing, and what steps to take next so you can make informed decisions with confidence.
Month 2 – 🏥 MEDICAL & EMERGENCY INFORMATION
In this lesson, you’ll gather important medical and emergency details for you, your spouse, and your children (including providers, allergies, medications, conditions, and emergency contacts). Having this information clearly organized ensures your family can respond quickly and confidently if medical decisions ever need to be made.
Month 3 – 🏠 ASSETS & PROPERTY
You’ll create a clear inventory of what you own, from real estate and titled assets to personal property and insurance policies. By organizing key details in one place, you make it easier for yourself and your loved ones to understand what exists and how it’s managed when it matters most.
Month 4 – 💳 FINANCIAL & BUSINESS INFORMATION
This lesson focuses on organizing your financial picture, including bank accounts, retirement plans, investments, and money owed to you. If you own a business, you’ll also document key business information so nothing important is left unclear.
Month 5 – 📄DEBTS & LIABILITIES
Here, you’ll document your debts (both secured and unsecured) in a clear, straightforward way. This lesson helps you understand your financial obligations and ensures your trusted person knows exactly what needs attention if something unexpected happens.
Month 6 – 🐾MINOR CHILDREN & PETS
The final lesson focuses on those who depend on you. You’ll record essential information related to your minor children and pets, helping ensure their care, routines, and needs are clearly communicated and thoughtfully planned for.
THE OUTCOME
Each lesson is designed to be completed in small, manageable steps, using guided prompts and templates (nothing overwhelming, nothing left to guess).
By the end of BYD Guided, you’ll have a clear, organized record of your most important information, all in one place.
Meet Your Guide
I’m a family advocate, organizer, and educator who helps families move from overwhelm and uncertainty to clarity, confidence, and peace of mind before a crisis forces hard decisions.
For decades, I’ve worked behind the scenes in legal, financial, and family systems, helping people navigate moments most don’t plan for until it’s too late. I don’t just understand the paperwork...I understand the people, the stress, and the emotional weight that comes with protecting a family.
Why Families Trust Me
21+ years as a legal assistant, working directly with estate planning, legal documents, bankruptcy, divorce, guardianships, and real-life family situations
24+ years in bookkeeping and financial organization, helping families protect themselves and their assets and avoid costly mistakes
Personal experience navigating Social Security disability, state retirement systems, and insurance system both professionally and personally
Firsthand understanding of loss, caregiving, and life transitions, including aging, emergencies, and end-of-life planning
Married 32+ years and raised two sons, balancing family life with complex responsibilities
You’ll be working with someone who understands the realities of busy schedules, emotional overwhelm, aging parents, unexpected emergencies, and the fear of “What happens if something goes wrong?” and who cares deeply about helping your family stay protected, organized, and prepared.
This work isn’t about fear.
It’s about empowerment, dignity, and peace.
And my role is to walk beside you, step by step, so your family never has to guess when it matters most.
HOW IT WORKS
Weekly guidance emails outlining exactly what to focus on each week
Daily work broken into manageable 15-minute increments
Access to all BYD videos and written lessons
Downloadable forms and tools to help you build your own personalized system
Progress at a steady, realistic pace while still fitting this work into real life
MONTHLY LIVE SUPPORT
To keep you accountable and supported, you’ll also receive:
Live Q&A sessions on the third Monday of every month
A space to ask questions, get clarification, and work through any sticking points
Ongoing accountability to help you stay consistent and engaged
THIS 6-MONTH FORMAT IS
IDEAL IF YOU:
Want structure instead of self-paced overwhelm
Prefer clear weekly direction
Benefit from accountability and live support
Want to build your BYD system thoughtfully and sustainably
Investment
Choose the plan that fits your family
Both options include full access to 6-month BYD Guided. Flexible payment plans are available at checkout.
FAQ about BYD Guided: The 6-Month Workshop
If you’re not sure whether this is the right fit for your family, these answers may help.
What is the BYD 6-Month Guided Workshop?
BYD Guided is a guided version of the BYD Workshop that includes the same content, delivered over six months with weekly instructions and monthly live support.
How much time will this take ?
You’ll work in 15-minute daily increments, making it easy to stay consistent without feeling overwhelmed. You’ll have access to ready-to-use templates and guided materials, so nothing needs to be created from scratch. We recommend choosing a consistent time each day and setting a simple reminder on your phone to protect those 15 minutes.
Do I get access to the full BYD content?
Yes. You’ll receive full access to all BYD videos, written lessons, and downloadable forms throughout the entire 6-month BYD Guided experience.
What if I fall behind?
That’s okay. The workshop is designed to be supportive, not stressful. You’ll always know what week you’re on and can continue at your own pace.
What are the live Q&A sessions?
Live Q&A sessions are held on the third Monday of every month and are meant for accountability, questions, and clarification.
Is this good if I’ve tried BYD before?
Yes. Many participants find that the guided structure and accountability help them finally implement what they already know and complete the process.
Is this self-paced?
You will have full access to all BYD videos, written lessons, and downloadable forms throughout the entire 6-month BYD Guided experience. In addition, you’ll receive weekly guidance emails to help you stay focused and supported as you move through the workshop.