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 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
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 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 accident, illness and/or death personally or 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 available by request.
For additional information email Lynn@thelivingplanner.com or call 951.400.5966