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Meet Kristi 

A Few Facts

Client Corner 


 

People put more effort into planning their vacations than planning for their family and loved ones when they are gone.  It slips in priority because people believe death is on "their schedule."                                 
                               Kristi Curry
                               Owner of
Survivorship Now   

 
 


Meet Kristi

Kristi is a professional consultant with over 18 years experience developing and implementing business solutions for individuals, small businesses and large corporations.  

While working in the financial advising industry with two major firms, she discovered that many clients, friends and family members "did not have their affairs in order” or if they did, it was not communicated with loved ones or executors.

With her propensity and zest for planning, Kristi began working with family and friends to create the survivorship planning concept.   She leverages her business background to help her clients identify critical components and work through creating a clear picture of the transition. 

With an M.B.A. in Business Management (New Mexico State University, 1990) and a broad spectrum of experience in the business world, Kristi has created the business of helping people create detailed plans for communication to executors and families in the case of death or disability.

A Few Facts

HUB Provider
Survivorship Now is a certified HUB provider.   This certification allows Survivorship Now to participate as a qualified vendor for companies who have a supplier diversity program and are searching for companies who are minority and woman-owned.  


What about the Dot?  
Her mother, Dottie Curry, was a major inspiration to the concept so you will see references to
"the Dot"
as she is a lifelong proponent of education, planning and taking action on the plan.  

    
Client Corner -
Clients Speak Out

Executor Assistance
"My mother passed away unexpectedly.  She had almost everything in order; however, even with all the preparation,  there was an overwhelming amount of work to be done.  If it had not been for Kristi, I truly believe we would have missed important documents and steps in the process.  I know from an emotional standpoint you are not in the frame of mind to deal with financial and legal paperwork.  Kristi was able to come in and organize everything, which allowed us to follow a project sheet she designed and see what had to be taken care of and when.  She gave us the peace of mind knowing exactly what my father would be living on, she helped in the logistics of selling the house and manage all paperwork, phone calls, etc.  Death is not something we are taught to handle.  Kristi's services alleviated a lot of chaos during a traumatic time."
             Rebecca S. - Northern New Mexico

Survivorship Planning  
"Getting my survivorship plan completed has given me a new sense of order in my life.   I wanted to reduce stress on my family and protect them from conflict that can result from a lack of planning.  I wanted to take care of my private practice sot that my clients would be taken care of in a respectful manner.    Kristi made the process of dealing with these emotionally laden issues very calming and manageable.   I trust her completely to take charge and guide people in dealing with the very sensitive topic."

            Amy P.  - Austin, TX

Client Spotlight
Ralph's wife passed away suddenly in October 2006.   He was retired and she was working full time for the federal government.   His wife was also the  keeper of all their financial affairs.  This made it even more difficult for the family even though she had a current will in place.   See Ralph's video where he describes the impact this had on his life after his wife passed away. 
 Watch the video.
          

 

 


Survivorship Now
1613 W. 6th Street, Suite D
Austin, TX 78703
(512)771-8530
www.survivorshipnow.com 
 
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