Your life’s most important information, organized for life’s most urgent moments.
The Facts of Life Book Course walks you through building one organized, private record of the information your life runs on, for you today and for whoever steps in for you later. It’s for anyone who has ever hunted for a policy number, a login, or a document at exactly the wrong moment.
$29 · Self-paced · Included in Off The Clock, On Purpose
Sound familiar?
- You’re on hold with the insurance company, digging through a drawer for a policy number.
- There’s an account login that only one person in the house knows.
- Someone has to step in for you, and they can’t find anything.
- A form asks for every address you’ve lived at for the last ten years.
What is a Facts of Life Book?
A Facts of Life Book is an organized collection of the most important information about your life, or about the life of someone you care for: your documents, your money, your health, your access, your legal papers, your people, and your history.
I call it a book, but for most people it isn’t one. It might be a binder on a shelf, a folder on your laptop, or a spreadsheet plus a fireproof box. Most of us end up with a mix of paper and digital, and that’s fine.
Here’s where I differ from a lot of people in this space. Your Facts of Life Book isn’t something you build only to leave behind. It’s a resource you use now, in your own life. I use mine for warranty questions, for taxes every year, and every month when I sit down with my finances. Being ready for the day someone else needs it is the second reason to build one, not the first.
And it’s never finished. Your life changes, so your book does too. That’s why the course spends as much time on keeping it current as on building it.
What you get
- The workbook, a Google Sheet with 59 linked tabs and a dashboard that tracks your progress. Download it to Excel anytime.
- A printable, linked PDF of the same pages, for a binder or for an iPad notes app like Goodnotes or Notability.
- 18 modules and 102 lessons. Each one covers why the page matters, what to gather, where to find it, and what “done enough” looks like.
- Two paths through the course: easiest first, or most important first. Pick the one that keeps you moving.
- Walkthrough videos wherever the mechanics of the spreadsheet or PDF matter.
- Free lifetime updates, plus a place in my Circle community to ask questions.
See a sample
Every example in the course comes from the Calloways, a made-up family of three households, so you see finished pages instead of empty forms. Here are two pages from Pat Calloway’s sample book, filled in by hand.
What it covers
Fourteen areas, each with its own page here on the site. Start with whichever one keeps you up at night.
Personal Documents
Birth certificates, passports, cards, and where the originals and copies live.
Create an Emergency Plan
The one page everyone in your home needs: contacts, meeting places, and shutoffs.
Protecting Your Identity
Phones, password managers, recovery keys, email, and account access, without writing down a single password.
Keep Your Life Timeline
The moves, jobs, and milestones of your life in one place, ready for every form.
Keep a Conversation Log
Who said what, and when, on the calls that matter.
People and Relationships
Your contacts, the people who depend on you, and your pets.
Family History and Genealogy
Your family’s story, and where your research lives.
Financial Information
Accounts, debts, recurring bills, and tax documents in one inventory.
Wellness and Health Information
Your care team, insurance, medical history, and medication list.
Home, Vehicles, and Belongings
Your home’s systems, what you own, and your vehicles.
End of Life Decisions
If you can’t act, if you’re gone, your wishes, your beneficiaries, and your digital legacy.
Work and Career Records
Your current job, side income, work history, and military service.
Education and Training Records
Transcripts, licenses, and certifications, and how to get copies.
Business Records
What someone needs to keep your business running, or close it well.
About Kara
I’m Kara Monroe. I built the Facts of Life Book because I use my own constantly, in ordinary weeks and in hard ones. I’m an educator, a YNAB Certified Coach, and I’m finishing my Accredited Financial Counselor (AFC) certification. This course is the system I wish everyone I love had.
Questions
How long does it take?
As long as you need. The course is self-paced, and every lesson lists a rough time, most of them 15 to 30 minutes. Get a couple of quick wins in your first sitting, then add a page or two whenever you have a pocket of time.
Paper or digital?
Either, or both. Use the Google Sheet, download it to Excel, print the PDF for a binder, or write on the PDF in an iPad notes app. The choice isn’t permanent, and you can switch later.
Is my information safe?
Your copy is private. When you copy the Google Sheet, it lives in your own Google Drive, and I can’t see it. The book also has one firm rule: never write a password, PIN, code, or combination in it. Your Facts of Life Book holds the map, not the treasure.
Do I need a Google account?
You need one to make your copy of the Google Sheet, which you can then download to Excel. If you’d rather skip Google entirely, the printable PDF works on its own.
I already have a will. Do I need this?
A will says what happens to what you own. It doesn’t tell anyone where your accounts are, how the bills get paid, or who to call first, and some accounts pass to the people you name on them, outside the will. Your Facts of Life Book is the map that sits beside your legal documents.
Is it included in Off The Clock, On Purpose?
Yes. Both the live cohort and the self-paced version of Off The Clock, On Purpose include the Facts of Life Book Course.
What if I get stuck?
Ask. Comment on any lesson in Circle, or send me a direct message if you’d rather keep it between us.
Don’t wait until you need it
Organizing your important information is easy to put off until life happens. Start with two pages this week and feel the difference.
$29 · Self-paced · Free lifetime updates
Disclaimer: For educational and informational purposes only. This is not medical, financial, tax, or legal advice. Consult appropriate professionals in each area.