COMPLETE

This is for you if... Something made you realize that your family would struggle if you were suddenly unavailable. Maybe it was a health scare, a parent passing, or just the weight of managing everything alone. You want your spouse, your kids, and your trusted people to know exactly what to do — and where to find everything. You are ready for a fully guided process where someone experienced walks beside you every step of the way — not just a blueprint, but a complete system built together.

What is included: Everything in the Foundation service plus:

  • A comprehensive initial audit — two hours

  • Four guided implementation sessions — 90 minutes each

  • A fully guided master spreadsheet

  • Physical emergency binder — professionally assembled

  • Digital password system complete setup, including emergency access

  • Trusted person briefing session — 30 minutes

  • Referral coordination — attorney, advisor, etc.

  • 60 days email and phone support

  • 6-month check-in session

Investment

$

3,000

-

$

4,500

|

Investment $ 3,000 - $ 4,500 |