The Living Planner looks at life planning through a holistic, comprehensive lens.
We seek to provide resources for you to evaluate preparation impacting your wellbeing while living and empower you to review how to go about planning for interruptions in your traditional day to day living.
This image is what I call a “Wellbeing Wheel” designed to nudge you into thinking about various areas in your life that respond well with a little attention. The wheel features the various areas of life. Getting clear about these areas, then communicating your plans is the backbone of our mission.
We do so much unconsciously and it is helpful to create visuals, tell stories and prompt you into aware thinking of how life plays out. We’ll use these visuals to help you identify the components of greatest importance for your wellbeing.
This check-up has 20 questions to uncover your day to day processes and actions before we assess solid ways to prepare protection strategies for you and your loved ones.
You’ll receive a gap assessment identifying the areas to follow-up on your own and/or with a professional.
Advance planning and preparation includes taking into account your wishes (emotional, spiritual); combined with your practical personal belongings, your financial accounts, your health care choices and incorporates legal documents to ensure your wishes are honored. Life is comprehensive. How we manage all the components of our lives varies from person to person.
The important factor here is you. How do you wish to organize, plan and execute your wishes, leaving nothing to chance if you are not in a position to speak for yourself?
Count on me to guide you from the practical perspective. After experiencing so many life events without the benefit of a guide, I want you to know that I am here to serve. Let’s get your questions answered and get on the road to your wellbeing together.