EMPOWER YOUR NETWORK
EMPOWER YOUR NETWORK WITH RESOURCES THAT PREPARE THE PEOPLE YOU SERVE.
Unique, Useful, and Unexpected
The Purple Folder Press portfolios are a guided documentation system that walks people through every critical area of their life — finances, estate, medical wishes, and more.
Most people have made decisions in these areas, but those decisions are scattered, outdated, or known only to them. These portfolios prompt them to revisit, update, and share what matters. For employers, it's a meaningful benefit that reduces presenteeism and supports employee wellbeing. For advisors and service providers, it deepens trust and extends your value beyond the transaction."
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Financial Advisors & Estate Attorneys
Give Clients the System That Makes Your Work Matter
Your clients trust your guidance. You've done your part — the plan is in place, the documents are drafted. But if your client can't find them, hasn't shared their wishes, or doesn't know how to organize what comes next, your work is harder to execute than it should be. This is the system that closes that gap.
Fill the follow-through gap. Most clients leave a planning meeting with good intentions and no system. Many don't know where to start or even what "getting organized" means. These portfolios answer both questions — what to gather, where to put it, and how to share it.
Complement your legal work. A will or trust is only effective if the right people know it exists and can find it. These portfolios give clients a structured place to document, store, and share exactly that information — ensuring your work can be executed when it matters most.
Support your financial planning. A solid financial plan deserves solid documentation behind it. These portfolios prompt clients to locate and organize the critical documents — insurance policies, account information, beneficiary designations — that ensure their financial decisions aren't lost or delayed.
Deepen the relationship. A practical resource with your recommendation behind it reinforces your role as a trusted, proactive advisor — long after the meeting ends. Most advisors tell clients what to do. You give them the tools to do it. That distinction is noticed and remembered.
Ask us about client gifting packages and bulk pricing for your practice.
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HR Directors & Employee Benefits
Give Employees a Benefit That Matters Beyond the WorkplaceDistracted employees cost organizations billions annually. Today's workforce is navigating more than ever — caring for aging parents, managing their own estate planning, and trying to stay on top of family finances. That mental load follows them to work every day.
Address a real gap. Over 40 million Americans act as caregivers — many managing aging Baby Boomer parents while juggling full-time work. Offering a resource that helps them get organized sends a message that you see the whole person, not just the employee.
Low cost, lasting impact. A one-time investment that employees keep and return to for years — far more meaningful than a water bottle or gift card.
Simple to distribute. Digital delivery means no inventory, no shipping, and no administrative burden on your team.
Reduce presenteeism and support real productivity. When employees are distracted by unfinished personal business — missing documents, unresolved wishes, unprepared families — that distraction shows up at work. These portfolios include document checklists and organized storage sections that help employees actually finish what they've been putting off, so they can show up fully.
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Funeral Homes & Senior Living Communities
Support Families Before the Hardest Moments Arrive
The families you serve arrive at pivotal moments — a move, a diagnosis, a loss. Too often they arrive unprepared, without organized information, documented wishes, or any system to guide the people who need to help them. You can change that — before the moment arrives.
Reduce family confusion. When wishes are documented and information is organized, families can focus on what matters — not on searching for account numbers, insurance policies, or final wishes at the worst possible moment. My Personal Affairs Portfolio and Our Personal Affairs Portfolio give individuals and couples a complete, structured system to document everything that matters.
The perfect move-in resource. Senior living residents are already in a life-transition mindset — and their families are engaged and looking for ways to help. Offering a portfolio at move-in is a meaningful, practical gift to the whole family. It signals that your community thinks beyond the room and the amenities.
A compassionate differentiator. Offering a planning resource positions your organization as a partner in family preparedness, not just a service provider. That distinction matters to families choosing between communities or providers.
Scalable for your organization. Bulk pricing and digital delivery make it easy to offer to every resident, client, or family you serve — with no inventory burden and no administrative complexity.
Coming soon: The Goodbye Guide — a dedicated resource for families navigating end-of-life transitions. Ask us about early access pricing.
The planning gap is real. Most people intend to get organized. Few ever do — not because they don't care,
but because they don't have a system that shows them how.
The workplace feels it. Employees managing aging parents, unfinished estate planning, and disorganized finances bring that stress to work every day. That distraction has a cost.
WHY THIS MATTERS
Advisors and attorneys see it firsthand. The best financial plan or legal document is only as effective as the client's ability to find it, share it, and act on it.
Families pay the price. When a crisis arrives — a diagnosis, a death, an emergency — unprepared families face chaos at the moment they can least afford it.
By oferring Purple Folder Press to the people you serve, you give them something most people don't know they need — and won't forget that you provided it.
