Personal Pre-Planning
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You are the one who knows all the details of how to keep the family running smoothly, but if you weren't there, would they know what to do?
Our pre-planning services are designed to help you find peace of mind. Life is full of uncertainty, and we need to make sure that your information is available when you need it. Through three virtual sessions, we'll guide you through gathering your details including Insurance, Dependents, Finances, and much more. Then you can rest easy, knowing that you have the information you need for when life throws you a curveball. Now offering one on one services and small group workshops! Individual Pre-planning services start at 3 monthly payments of $400. |
Caregiver Pre-planning
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You are the one who knows best how to care for your loved one, but if you're not there, would anyone else know what to do?
Our caregiver pre-planning services aim to simplify the process of organizing the essential information for your loved one's care. Through personalized sessions, we'll guide you through gathering details on their medical history, daily routines, preferences, and more. That way, you'll have all the necessary information at your fingertips, enabling you to provide the best possible care for your loved one. Individual Caregiver Pre-planning services start at $400. |
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Small Business Pre-planning
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If you couldn't manage your business, what would happen to it?
Many business owners are to busy running the business to think about this, but it's critical. Through two virtual sessions, we'll guide you through gathering your information, including Operations, Finances, Legal information, and more. That way, your business can keep going even if you're not there. Now offering one on one services and small group workshops! Individual Small Business Pre-planning services start at 2 monthly payments of $750. |
“This is such a wonderful service. Life has a lot of moving parts, and knowing I have this reference book for myself and loved ones gives me such peace of mind. All my important info is now in one beautiful book. It’s easily updatable and very thorough. Sarah is kind and trustworthy. She makes difficult but necessary conversations so easy and comfortable.”
- BT
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