Everything you need to see clearly — in one quiet place
Built from the first step of the Calm Wealth Framework™ — the part where we organize before we optimize.
Every account in one view
A simple, printable list to gather every bank, retirement, insurance, and investment account — so nothing slips through the cracks.
The 12 decisions to stop avoiding
The specific choices that feel paralyzing right now — named, sequenced, and softened so you know what to do first.
The "documents I need" walkthrough
Exactly which paperwork to find, request, or replace — for divorce, estate, retirement, and benefits decisions.
A roadmap for the next 90 days
Move from confusion to confidence with a week-by-week sequence so you're never wondering "what now?" — just one quiet step at a time.
If you're holding it all together while pretending you're fine — this is for you.
Made for women 40 to 65 who are facing big financial decisions alone — after a divorce, a loss, a retirement, or a season of life that changed everything overnight.
Newly on your own
Divorce, widowhood, or separation — and the paperwork suddenly belongs to you.
Approaching retirement
Deciding when, how, and whether you have enough — without anyone to think it through with.
Quietly overwhelmed
Capable, responsible, careful — and tired of carrying every financial decision alone.
I'm Kimberley — and I built this for the women I sit with every week.
I founded Rabbit Hill Financial to do one thing differently: stabilize the person before we optimize the money. The Calm Wealth Framework™ came out of years of watching capable women carry too much, too quietly.
This checklist is the first step I walk every client through. Keep it simple. Keep it practical. Let's make this really clear.