Companion Resources

The Stories We Leave Behind Matter

Those Are Assets Too was created to help you capture the experiences, lessons, and memories that have shaped your life.

Here you’ll find additional resources to help you reflect, remember, and share those things with the people who matter most.

From the Author

A Personal Message From Jeff

I created Those Are Assets Too because I believe some of the most valuable things we leave our families have nothing to do with money.

In this short video, I’ll share what inspired the journal and a few thoughts on making the most of it.

A short introductory video will appear here

Free Companion Guide

Go Beyond the Questions. Discover the Stories.

Every family has stories worth remembering. Sometimes, all it takes is the right question to bring them to life.

We’ve created a complimentary five-page companion guide to help you get even more from Those Are Assets Too.

Inside, you’ll discover 10 thought-provoking questions designed to uncover meaningful memories, along with a simple framework for turning those memories into stories your family can treasure.

You’ll also find practical ideas for starting conversations, capturing important lessons, and preserving the experiences that have shaped your life.

Whether you’re completing the journal yourself or sharing the experience with someone you love, this guide will help you make those moments count.

Download Your Free Companion Guide

Five-page PDF | Complimentary | No email required

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An Invitation

You’ve Captured Your Stories. What About Your Wishes?

There are two important parts of leaving a legacy. One is passing along your experiences, values, and wisdom. The other is making sure the people you love are protected and your wishes are clearly documented.

As a financial advisor, I’ve spent years helping families navigate these decisions. If you have questions about wills, trusts, or estate planning, I’d welcome the opportunity to talk.

Schedule a Complimentary Estate Planning Conversation

30 minutes with Jeff Gaudette. No obligation.