
Get it Together!
A practical, educational experience to help you prepare for life’s unexpected moments—and the ones we know will come.
Too often, families are left overwhelmed when a loved one ages or passes away. With thoughtful preparation, you can bring clarity, reduce stress, and make things easier for the people who matter most.
$695 flat fee
How it works -
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You schedule your 90 minute meeting and make your payment
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You receive a link to the questionnaire
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I review your questionnaire,
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You begin assembling items mentioned in questionnaire.
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90 minute Google Meet to discuss your situation followed by a 60 minute follow-up in 6 weeks.
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After the meetings, I will provide a meeting summary with action items
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Family and Dependents
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Finances and Accounts
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Personal Property & Wishes
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Legal Documents
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Digital Life & Accounts
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Your key people
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End of Life Wishes
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Where are you Today?
