BEST FOR
People who want to know not just where everything is, but what is missing, outdated, or misaligned with their life today.
WHAT IS INCLUDED
Everything included in The Foundation
Professional administrative review of all documents and accounts
Written Gap Analysis Report: what is missing, outdated, or misaligned
Priority recommendations: what to address first and why
One trusted person briefing session
Referral recommendations to the right professionals: estate attorneys, financial advisors, CPAs
30-day follow-up session to review progress on recommendations
BEST FOR
People who want to know not just where everything is, but what is missing, outdated, or misaligned with their life today.
WHAT IS INCLUDED
Everything included in The Foundation
Professional administrative review of all documents and accounts
Written Gap Analysis Report: what is missing, outdated, or misaligned
Priority recommendations: what to address first and why
One trusted person briefing session
Referral recommendations to the right professionals: estate attorneys, financial advisors, CPAs
30-day follow-up session to review progress on recommendations
