We help individuals and families in various stages of life. Some common life events when clients reach out to us include:

• Families where one individual manages all of the finances but would like the other family members to feel knowledgeable

• Aging parents

• Unexpected illness or hospice

• Divorce

• Job change

• Trust and estate planning (we do not offer legal advice but help you gather your information so you are well prepared to draw up your legal documents)

Regardless of the situation, we help individuals and families understand and organize the financial documents vital to being prepared for all of life’s stages. Having this information accessible leads to better and less-stressful decision-making when you need it.

Consultation sessions include discussion of a client's financial information, its accessibility and the clients' general understanding of the information. Our counselors are trained to gather all information necessary for solid financial planning and organize the information in one location - physical and/or digital - so it is easily accessible to any authorized party. This service is available in person (for local clients) and online through remote meetings. Average time required for an in-person session is 3.5 hours.

No, we do not offer financial planning services. However, we have years of experience in financial planning and are happy to answer any questions related to your assets.  There are plenty of qualified individuals offering financial advice - we choose to focus on helping you understand that advice.

Yes! We will schedule a zoom call to work together remotely. An organization binder will be sent to you prior to our scheduled session.

Absolutely. This is why we started this company.  The peace of mind you will experience after working with us will be worth the time.

We schedule in-person sessions for 3.5 hours which is typically enough time to complete our work. However, if we are not finished after that time we will schedule an additional session. Our work is not complete until you are 100% comfortable. 

For remote clients the initial zoom meeting will last 30-45 minutes after which we will work with your documents, following up with any questions as we complete the work.

We can create multiple copies of any binder or upload information to a secure digital site.