What is Critical Next Step

All Critical Next Step plans include comprehensive action plans, coaching, accountability, and more. Each plan is individually customized based on your needs and goals. 

Your plan includes:

  • Constructing an outline of your goals
  • Creating a list of manageable tasks and goals
  • Completing your goals
  • Coaching
  • Accountability
  • Additional help where you need it
  • Personally vetted resources

When we meet, we will discuss your needs and wants. From that, a customized list of tasks will be created with a manageable process and deadlines to successfully complete your goals. From there you will gain Peace of Mind.

Packages are customized to meet your individual needs.
The following is a sampling of what could be included in your package:

  • Pre-planning for your Estate
  • Personal Affairs Managers (PAMs)
  • End of Life Planning
  • Health: What do you need for your future
  • Advanced Care Planning
  • Life Transitions
  • Family: Blended Unions, Multigenerational considerations
  • Financial overview

Individual customized packages include:

  • Initial meeting (in person or virtual)  – Free for one hour
  • A customized action plan to get your personal and family affairs in order. Plans can include the following areas (samples):
    • Estate/Trust/Will
    • Health Care Directive /Advanced Care Planning
    • Vulnerable Adult/Child Care
    • End of Life
    • Funeral
    • Follow-up meeting/call to address questions, concerns and progress – up to two hours
    • Follow-up check-in emails to help you stay on track

Your initial 90 minute consultation is $195.
Comprehensive customized packages start at $850.