Financial SAFE Area of Focus

What funds the family — accounts, digital assets, taxes, budget, other assets, and insurance.

• The Financial Accounts ModuleThe full record of the family's banking, investment, and retirement accounts, the professionals who manage them, and a macro-level summary of what the family owes.
• The Digital Financial Assets ModuleThe family's cryptocurrency, NFTs, revenue-generating digital properties, domain names, and income-producing intellectual property — what exists, where access lives, and how heirs avoid permanent loss.
• The Tax Planning and Documentation ModuleWhere tax records live, how to access them, who prepares them, and how long each document type should be retained — orientation and access, not the records themselves.
• The Budget ModuleThe family's budgeting system, recurring obligations, financial goals, and the professionals who support them — a continuity reference for keeping the household running.
• The Other Assets ModuleReal estate, precious metals, collectibles, and private investments — what the family owns beyond standard accounts, where key documents are held, and how value is established and kept current.
• The Insurance ModuleThe family's insurance policies, scheduled specialty coverage, and cash-value contracts — policy details, beneficiary designations, and where to find documents and file claims.