Choose the planning option that is right for you! 


 

DIY PLANNING PACKAGE

© Depositphotos.com/Goodluz

© Depositphotos.com/ Goodluz

Everything you need to create your plan on your own time, in your own home.

Includes:

  • 1 Year Subscription to the Online Planning Tool
  • Pre-formatted Notebook for Your Printed Plan and Key Documents
  • Access to our Learning Lab – Our library of video tutorials, articles and how-to information so you know what information to include, why it’s important and pitfalls to look out for.
  • Bonus Legacy List Builder

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PLATINUM PLANNING 

© Kurhan | Dreamstime.com

© Kurhan | Dreamstime.com

Our heritage for the last ten years is one-on-one planning.  We work with clients individually, both in their homes and in our office to help them create their plan.  This package is great if you want us to do the work for you.   You give us the information we need, answer the questions and work with us on your strategy.    Leave the formatting and putting your plan together to us!  If you prefer this type of setting, please don’t hesitate to contact us to learn more and discuss your needs.

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EXECUTOR ASSISTANCE

© Sebastian Czapnik | Dreamstime.com

© Sebastian Czapnik | Dreamstime.com

We also offer Executor Assistance on a select basis.  We help clients who are executors organize and execute many of logistics involved in settling a estate.  Consider us your “feet on the ground” project manager.   If your family has been devastated by a loss and don’t know where to turn, give us a call to learn more.

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NEED A SPEAKER?

KCBWclupKristi Curry is happy to speak to groups on the topic of “Now and Then” Planning.    Hear about real life  stories in the planning business and how people have done things right (or maybe not so right.)   Learn about things you can do to make it easier on your family for when the times comes.     With 10+ years of experience in this type of planning, she has quite a bit of knowledge under her belt on this topic.

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