Plan for those you love, plan for all you have ...
Do you have a PERSONALIZED plan in place? Have you taken the time to plan for the people you love, and understand how all of your assets will be distributed should something happen to you?
​
If you do not have a plan in place, your state's government has a plan in place for you . . . and it may not serve the people you love the most, or provide for your family in a way you approve!
Discover + Design = Empowerment
If you don't have a strong understanding of what would happen should something unexpected happen to you, and you love your family, nows the time to be proactive.
​
As an Estate Planning Expert, I know that the best plans are made with a calm heart and a clear mind. My goal is to get to know you, understand what you want to have happen, and have you guide me as I design a plan for you.
​
The process starts with you Discovering not only your assets, but also identifying your personal priorities as it relates to the people you love the most. I provide you with a Life & legacy Inventory that you fill out, and gather the important information. Part of your Discovery is understanding what happens based on your plan . . . my role in Discovery is educating you!
​
Then you guide me as to how you want your "what if" to play out - protecting those you love from conflicts and disputes after you are no longer here. This provides you with peace of mind knowing that your loved ones won't have to make difficult decisions because you have made those decisions for them.
​
You will become more empowered as a person, partner, and parent since our process goes beyond the creation of documents . . . you will have the opportunity to leave valuable messages, memories, and guidelines in a way that is truly your voice.
