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”!
Until you’ve experienced the impact directly, it is natural to prefer to wait. Lynn encourages you to prepare in advance for your needs and is just the person to help you do so!
Lynn focuses on contingency planning with years of catastrophic and personal experience. She strives to streamline life for business owners, employees and families in ways that protect and prepare you for any transition. Lynn’s personal mission takes the guesswork out of the unexpected by making sure 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 provide protection and direction in advance of important transitions in life.
The Living Planner resources include: Practical financial planning services; personal planning services; legal planning services; health care planning services; final wishes planning services AND communication; Print Book; Consults for Young Adults and/or Parents before they venture out on their own; Assessments’ 1:1 packages; Consulting packages; On-site Workshops; Corporate resources; 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
To celebrate the Class of 23, I’ve recorded a video and prepared resources for young adults to set-up for success as they go out on their own! The goal is to educate parents and young adults when convenient for you! Sign up here: https://courses.thelivingplanner.com/…/5-practical-tips…
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 when employees or loved ones face a critical illness, accident or death.
Contingency planning workshops and assessments are a way to preempt negative impact 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 $250
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.
NEW Online Courses: videos; resources; and even homework 
covering the areas of my book; Adulting Adventures Ahead for young adults and loads of information for your Pets in the Furrever Loved offerings. Check it out here: The Living Planner Courses
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 accident, illness and/or death personally or family members/loved ones. Let’s schedule a call to determine your needs.
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 is available by request.
For additional information email Lynn@thelivingplanner.com or call 951.400.5966
The Living Planner Print Book $29.95 * Free Shipping *
Hourly Consulting **Contact for Details and Pricing
Wellbeing Check-up $250
Business Contingency Planning – Contact for Details and Pricing
On-site Workshops, Speaking and Corporate Resources ** Contact for Details and Pricing
Testimonials
“I’ve known the author a long time. She always brings together Love, Respect, Compassion, and Practicality. A worthy read for those having to deal with an important part of life. GB………”- Kevin C, CA
“As a young wife and mother, I didn’t even have the question “What would happen to them if something happened to me?” cross my mind until I stepped onto an international flight for the first time this year. It’s time to get everything in order, cuz you never know, and Lynn has made it incredibly easy. She not only tells the reader exactly what they need to think about and do, she gives them a quick and easy way to put the plan into place. Love it.”
– Amanda J, CA
“Lynn has the ability to immediately reduce resistance on a subject that we ALL must face at one time or another. Her offerings, advice and experience are well worth the peace of mind that we all gain by having our affairs in order. What I like most is that she offers to free up our minds for fun things because we’ve prioritized and taken care of necessary things! Kinda like eating all your veggies, so you can have dessert.”
– Jacqui D, CA
“This book and program has made me get on track with my planning like no other. Lynn is a genius at making the steps clear and simple so that anyone who follows them can be successful. Thank you!”
– Dan M, CA
“Whether our loved ones are preparing to transition or have recently transitioned, organizing the information can be difficult and emotionally challenging. With a heartfelt sensitivity, Lynn Lambrecht has provided a step by step easy to use approach that guides one in putting together the necessary information to keep affairs in order and move through the process. I would recommend this for everyone.”- Renee S, Arizona “As a business owner I knew I needed a plan for the ‘what if’ part of life. Lynn at The Living Planner helped me with personal planning, estate planning, business planning – the whole thing! She has tremendous knowledge, and has created tools to make the process easy!” -Rebecca P, CA
“Lynn is the definite go to person to help implement plans for your business, final wishes, legal planning, health care planning. Her knowledge and background as a powerful corporate businesswoman extend to her customers with compassion and a true sense that she is the person to guide you to living with a plan!”-Erin F, CA
“Lynn is extremely compassionate and knowledgeable in working through personal planning services with her clients. She helps people tackle difficult issues such as end of life planning and health care directives. I highly recommend her for individuals and families ready to talk about final wishes planning, estate planning and legal planning to anticipate the major changes in their lives!”-Lisa H, CA
Lynn Lambrecht’s experience and compassion will simplify planning for the future. That stuff that we tend to procrastinate, like; estate planning, financial planning, health care planning, final wishes and more. Her national presence can help anyone who wants to know how to navigate all of the moving pieces of life.-Brenda M, CA
If you are looking for guidance regarding estate planning, health care planning, legal planning or end of life planning, The Living Planner has the tools to help you accomplish your goals. Lynn is such a caring person who is knowledgeable and extremely helpful when working with her clients. -Lorie H, CA
Lynn has been wonderful to work with, she has helped me to understand the steps I need to take to secure my future and also my families future.-Carrie M, CA
“My husband and I invested in The Living Planner and I also had multiple private conversations with Lynn about our lives, concerns and goals. I was blown away by Lynn’s knowledge, all of the questions in The Living Planner, and her gentle encouragement to get our “life plan” together so we could be at peace and know that everything would be taken care of if something happened to one of us.
Lynn takes the stress out of life planning and she also ensures that you don’t leave ANY stones unturned! I highly recommend Lynn as a caring professional who is an expert in her field.”– Ursula M, MN