What does your Critical Next StepTM Action Plan entail?

I think many of us have heard or said something similar to this, “I know I should get my personal affairs in order, but…

  • I’m too busy
  • I don’t know where to start
  • It’s too overwhelming
  • It’s on my to-do list
  • I’ll get to that later

With me, you will work on the following:

  • Construct an outline of your goals
  • Create a list of manageable tasks and goals
  • Complete your goals

When we meet, we will discuss your needs and wants. From that, a customized list of tasks will be created with 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

Below 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 of
  • Packages provide you with the following:
    • Initial meeting (in person or virtual)  – Free for one hour
    • A customized action plan to get your personal and family affairs in order
      • Planning 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

    Cost: Affordable pricing varies with package

    Getting your personal and family affairs in order with ease

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