Here’s how I’ll help
Getting your affairs in order can feel overwhelming.
We’ll do it together 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.

2. Session by session
We meet for an hour to work through one topic at a time and keep you on track.

3. A complete system
We document everything in one secure, easy-to-find place for your loved ones.
What we’ll organize together
✔ Medical information
✔ Emergency contacts
✔ Household services
✔ Financial accounts
✔ Insurance policies
✔ Legal documents
✔ Online accounts
✔ And much more
On your own, it likely won’t happen. With me, it gets done.
One simple, honest price
THE LEGACY PLAN
$2,400
for 12 one-hour sessions
Need more time? Extra sessions are $250 each.