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Step 4
Making Sound Descision

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Download Worksheet
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Step 5
The RDSP, Wills and trusts

Download Worksheet
Download Worksheet
Download Worksheet

Step 7
Securing your plan

Download Worksheet
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Image by Bud Helisson

Step 1
Creating Your Vision

Step 2
Nurturing Friendship

Step 3
Creating a Place to Call Home

Step 4
Making Sound Decisions

Step 5 
Achieving Financial Security

Step 7
Securing your Plan

Step 1

Creating Your Vision

Download Worksheet

Step 2

Nurturing Friendship

Download Worksheet

Step 3
Creating a Place to Call Home

Download Worksheet

Worksheets

The journey of Safe and Secure is more than just reading—it’s about creating a plan that reflects your family’s hopes, values, and vision for the future. The worksheets are designed to help you take the principles from each step and make them real for your own situation.

 

Each worksheet will give you space to reflect, organize and record your thoughts. Some worksheets will feel straightforward, while others may spark important conversations. Together, they form a toolkit that grows with your family over time.

 

There are no “right” answers—only the answers that are right for your family. Use these worksheets as tools. Return to them often, update them as life changes, and allow them to become a living record of your family planning journey.

 

You and your family member bring the vision. These worksheets help you bring it to life.

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Step 3
Creating a Place Called Home

Download Worksheet

Step 4
Making Sound Descision

Download Worksheet
Download Worksheet
Download Worksheet

Step 5
The RDSP, Wills and trusts

Download Worksheet
15.png

Step 7
Securing your plan

Download Worksheet
Download Worksheet
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