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Information about all aspects of finances affected by a serious health condition. Includes income sources such as work, investments, and private and government disability programs, and expenses such as medical bills, and how to deal with financial problems.
Information about all aspects of health care from choosing a doctor and treatment, staying safe in a hospital, to end of life care. Includes how to obtain, choose and maximize health insurance policies.
Answers to your practical questions such as how to travel safely despite your health condition, how to avoid getting infected by a pet, and what to say or not say to an insurance company.

Financial Snapshot: Gathering The Information You Need To Create


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In order to maximize your finances to help pay ongoing medical expenses while retaining your lifestyle, you need to know where you are financially today.

To do that, you will need to pull together the following information. Each of the subjects are discussed in the other sections of this article.

If you haven't done it recently, this is a good time to search for missing money. To learn how, click here.

Once you have the information together, it will be simple to plug in the information to the various financial tools included on our site, which are described in Financial Planning.

NOTE: Requesting this information is standard financial planning. Requesting the necessary information provides no clue about your health condition. You do not have to give a reason why you want t.he information.


  • If you don't have a Will - this is a good time to get one. If you do, check it to be sure it is still up to date.
  • Check to see that your important papers and documents are stored appropriately.To learn how, click here.

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Financial Planning

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