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
- 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):
- Health Care Directive /Advanced Care Planning
- Vulnerable Adult/Child Care
- End of Life
- 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.