Offerings
Have you considered the variables that make up "life" for you? For example, what are all the things you do and access routinely for yourself and/or others? How about at work? Could someone step into your shoes today and take your place if needed? If you are like most of us, thinking like this is not your "norm"!
Lynn offers contingency planning advisory services. Her years of experience, both catastrophic and personal, are invaluable. She strives to streamline life for business owners, employees, and families in ways that protect and prepare you in advance of natural disasters, health issues, and the loss of loved ones. Lynn's personal mission removes the guesswork from the unexpected by ensuring people feel confident and in control of their future. Clients say her expertise, combined with her high-touch approach, makes planning simple, smooth, and effective.
Through a comprehensive assessment process to capture a client's current situation, she provides the practical resources and follow-up needed to offer protection and direction in advance of personal or business interruptions.
The Living Planner resources include: Contingency Planning Advisory services; practical financial wellness services; personal planning services; understanding of legal necessities; health care planning services; final wishes planning services, AND communication strategies. Print Book is available for purchase; Consults for Young Adults and/or Parents before they venture out on their own; Assessments; 1:1 packages; Consulting packages; On-site Workshops; Corporate programs; Speaking and more.

Check out this Free Checklist for Young Adults (Adulting begins at 18)! An Ounce of Prevention Before You're On Your Own! Things to Take Care of Before You're on Your Own FREE Checklist: https://www.adultingadventuresahead.com/things-to-do-checklist
Companies, are you providing resources for your employees and leadership teams to ensure your business runs smoothly?
Life and Business intersect when the need to balance responsibilities at home and work arises when employees or loved ones face a critical illness, accident, or death.
Contingency planning workshops and assessments are a way to preempt negative impacts for all. The Living Planner works with you to gather metrics and establish ways to care for your business and your employees. Contact us for specific details.
Are you a person who desires a "nudge" to begin a review of your life? The Wellbeing Check-up may be for you!
This check-up reviews all areas of your life for readiness and discusses both offensive and defensive strategies. Price is $350
The Get it Done Now 1:1 Accountability Package is for those who desire someone to check with them regularly and follow up after a Wellbeing Checkup. This allows us to continue the dialogue, as they go through the steps of securing professional assistance (i.e. Attorney meetings, banking/investment meetings, fiduciary decisions, insurance agent meetings, health care and funeral planning meetings) and wish to prep or strategize pre/post.
Are you a Business Owner who has yet to consider the impact of Life Events in your company?
Assess if your business is prepared for any interruptions. Owners, partners, and employees all experience "Life Events" such as accidents, illness, incapacity, and/or death, personally or of family members/loved ones. Let's schedule a call to determine your needs.
NEW Online Courses: videos; resources; planning for all ages and business owners, and loads of information for your Pets in the Furrever Loved offerings. Check it out here: The Living Planner Courses
Do you have specific questions and/or concerns? Consulting is available in a variety of packages for your home and/or business.
On-site workshops or booking Lynn as a speaker for business owners, companies, and employees are available by request.
For additional information email Lynn@thelivingplanner.com or call 951.400.5966
