Practical support for the next right step.

30 minutes

A focused first conversation to name what matters and choose a manageable place to start.

Best for: a first step or one clear question.

60 minutes

Review what you have, what may need attention, and what to bring to the right professional.

Best for: getting your affairs in order.

90 minutes · Up to 3 people

Create shared understanding around information, responsibilities, and next conversations.

Best for: partners, siblings, or a small care team.

Two 60-minute sessions

A deeper guided review of your life-planning questions, organization, and next steps.

Best for: a fuller start-to-finish overview.

45 minutes

Make caregiving information, questions, and practical responsibilities easier to see.

Best for: aging parents, seniors, and caregivers.

60 minutes

Organize information around authority, contacts, documents, and the people helping with care.

Best for: a new or changing caregiving situation.

75 minutes

Sort through family conversations, property questions, values, and what you want people to understand.

Best for: family land, inherited property, and legacy conversations.

60 minutes

Revisit your information and priorities as health, family, work, or property changes.

Best for: a yearly check-in.

Add-on

Add a practical conversation about key contacts, access, and continuity for a small business or organization.

Best for: Best alongside another session.

Founding Client Rate

Build a personalized, organized reference point for your people, documents, questions, and next steps.

Best for: a comprehensive organizing project.