Here’s how I’ll help
Getting your affairs in order can feel overwhelming, but I’ll make it simple. We’ll move through it together, one step at a time, until everything is organized and secure.
1
Your personal roadmap
We identify specific areas to organize and build a plan tailored to your family’s needs. No pressure, just clarity.
2
Session by session
We meet virtually or by phone, working through each topic. Each session ends with a clear summary.
3
A complete, secure system
Everything is documented in one secure, easy-to-find place your loved ones can rely on when it counts most.
What we’ll organize together
✔ Financial accounts
✔ Online accounts
✔ Legal documents
✔ Medical information
✔ Household services
✔ Emergency contacts
✔ Life & health insurance
✔ And much more
The Legacy Plan
$2,400
for 12 private, one-hour sessions
Everything you need to get fully organized, at a calm and steady pace through weekly or biweekly meetings.
Need more time? Additional sessions are $250 each.
Let’s turn “someday” into “done”
You know it’s time to get your affairs in order. But life is busy, the task feels heavy, and the work quietly slips to “someday.” The missing piece isn’t intention. It’s having someone beside you, keeping things moving.
On your own, the planning won’t happen. With me, it gets done.
Ever After Planning 