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. Over time, she noticed that critical details were frequently overlooked and friends and family members who were faced with a death in the family struggled needlessly over “missed” details – pitfalls that could easily have been avoided. 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
Initially Survivorship Now was created to help people plan for the day when they would be gone. After receiving several calls from people who were faced with a surprise death in the family, it became evident there was a need to start looking at ways to help these people were in the middle of a crisis. In 2007, the Executor Assistance service was created for people who find themselves facing a death that was not planned. We offer a critical eye for details, a proven process to strategically navigate the situation, and the management skills to get you through a difficult time.
Since the inception of the business in 2006, Survivorship Now has broadened their services to teaching workshops on how to create a plan and how to avoid the pitfalls.
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 you should know -
Survivorship Now does not give legal or financial advice to their clients or visitors to the website. We leave that up to the respective professionals. We are here to get you to see, think and act on common sense issues dealing with planning for your family in case of death or disability.
March 24, 2010
Survivorship Now Hosts Legacy Planner’s Breakfast