Planning and Preparedness Coaching (It's not just for retirement)

Create calm by planning ahead — without fear, urgency, or worst-case thinking.

Preplanning & Preparedness Coaching is an education-based coaching service designed to help individuals and families think ahead, organize essential information, and create simple contingency plans so life feels more stable and manageable.

This work is not about disaster scenarios or living in constant vigilance. It’s about reducing anxiety, increasing confidence, and creating practical readiness so you’re not forced to make difficult decisions during moments of stress.

This is not financial advising, legal planning, or emergency services.
It is coaching and education that helps you prepare thoughtfully and gently for the realities of life.

Who This Is For

Preplanning & Preparedness Coaching is a good fit if you:

• Feel anxious about “what would happen if…”

• Want to be prepared without feeling overwhelmed or alarmist

• Carry responsibility for others (children, elders, dependents)

• Have experienced a crisis that made you realize how unprepared you felt

• Want peace of mind knowing key plans and information are in place

• Prefer calm structure over reactive decision-making

This service is especially supportive for:

• Caregivers

• Parents

• People managing chronic illness or uncertainty

• Those who value stability, self-reliance, and clarity

• Individuals seeking to reduce mental load

What We Work On Together

Preplanning & Preparedness Coaching focuses on clarity, organization, and gentle foresight, not fear-based planning.

Depending on your needs, we may work on:

• Identifying realistic scenarios worth planning for

• Organizing essential financial and personal information

• Creating emergency and contingency plans (education only)

• Clarifying short-term vs long-term priorities

• Preparing for disruptions without over-planning

• Understanding what information others may need in a crisis

• Creating simple, accessible documentation systems

• Building confidence in your ability to handle the unexpected

The emphasis is always on preparedness that feels supportive, not stressful.

How the Coaching Works

Preplanning & Preparedness Coaching is typically offered as a short-term, focused engagement, designed to bring clarity and peace of mind efficiently.

Sessions combine:

• Thoughtful coaching conversations

• Education around planning and preparedness

• Practical frameworks for organizing information

• Gentle guidance to avoid overwhelm

You’ll leave with:

• A clearer sense of what actually needs planning

• Organized, accessible information

• Reduced anxiety about future uncertainty

• Confidence that you’ve handled what’s within your control

• A preparedness approach that fits your values and capacity

What This Is — and What It Isn’t

This is:
✔ Preparedness education
✔ Coaching and structured planning
✔ Calm, values-aligned foresight
✔ Supportive organization and clarity

This is not:
✘ Emergency response training
✘ Legal or estate planning
✘ Financial advising or insurance sales
✘ Fear-based or survivalist planning
✘ Worst-case scenario fixation

Our role is to help you prepare thoughtfully — not to alarm or overwhelm.

Our Approach

At Tally & Sage, we believe preparedness should increase peace, not anxiety.

Our approach emphasizes:

• Calm over urgency

• Realistic planning over hypotheticals

• Simplicity over complexity

• Confidence over control

We focus on what meaningfully supports you and let go of what doesn’t.

How This Fits With Our Other Services

Preplanning & Preparedness Coaching often works well:

• Alongside Financial Systems Coaching

• As part of Life Transitions Coaching

• Before or after Financial Foundations Coaching

• As a standalone offering for peace of mind

It’s ideal for clients who want to feel steady — even when life is unpredictable.

Ready to Feel More Prepared?

If you want to plan ahead with clarity and calm, Preplanning & Preparedness Coaching offers a supportive place to begin.