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Life Well Organized; Because Your Family Deserves Peace, Not a Paper Chase


Classes - Adult / Money Matters -
Adult Classes Fall 2025

Imagine leaving behind clarity instead of chaos. In this engaging and practical session, you'll learn how to organize your personal and financial information into one simple, accessible system your family will thank you for. Whether it’s passwords, insurance, investments, real estate, estate documents, key information about pets, subscriptions, or just “where things are,” we’ll help you get it all in one place—without stress, legal jargon, or overwhelm.

This isn’t about death. It’s about doing something kind and thoughtful now—so your loved ones can focus on each other when the time comes. This class is the first of it's kind!
This class is ideal for adults planning for the future, adult children supporting aging parents, non-family member caregivers, and financial professionals looking to better serve their clients.

Steve Finkelstein

Steve Finkelstein is a Certified Financial Planner with over 35 years of experience in the financial services industry. Throughout his distinguished career, he founded and managed three successful financial planning firms, where he guided hundreds of clients through the complexities of estate planning and financial management. With a deep understanding of financial needs and challenges faced by individuals and families, Steve is passionate about helping people ensure their legacies are well-preserved for their loved ones. Steve is excited to continue contributing to his community in new ways. He lives in Plymouth with his wife, Stacy. The couple enjoys spending time with their three adult children and grandchild, and Steve remains an avid enthusiast of outdoor activities.

 September 2025 
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LIFEORGANIZED-F-25

  Steve Finkelstein


Central Campus - Wayzata Central Middle School CMS : A413
Tuesday, Sep 16
6:00 - 7:00 PM

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Min Age   18 yr.