Our goal is to help you assess what you have in place, where you keep it, and how it might be shared with people who can step in to help if you aren’t there. Life has a way of throwing us challenges that we can’t always expect, but with a little planning and organization, we can anticipate a better outcome.
This is a fancy word for all your stuff! From Financial, Property, and Intangibles, to sentimental and borrowed items. This step of the process can involve decluttering, organization, and downsizing.
An even fancier term for all your stuff... but online! A place to keep and protect (but also to share with the right people) all your passwords, online assets, storage, and property. Did you know there’s a thing called a Digital Estate?
This is the stuff keeps you safe!
It protects you and your family, both online and in life. Not just Life Insurance and Long Term Care, but your Essential Documents, how your property is titled. Don’t forget about fraud protection and even your Home Security systems.
Stuff happens! This is the stuff of everyday life. We'll focus on your In Case of Emergency binder, your contacts, and building your support network. Could someone else step in and run your household for a day, a week, a month if something happened to you?
What stuff keeps you healthy, happy and comfortable? We focus on fitness, nutrition, improving your memory, decreasing your stress, medication management, and organizing your medical records/history. You know, health care costs can be the biggest disrupter to retirement.
The heavy stuff. How do want to be remembered? Before you forget. We can talk you through your Ethical Will, end of life wishes and passing along your story. Finally! Help organizing those Photos, Recipes, Heirlooms, and the Family Tree.