What We Do

chaos Have you ever wished you had someone to help you through awkward situations?

Life and Business intersect. What contingency plans have you drafted to ensure things run smoothly?

Planning for the unexpected can be awkward, I know. What if you had someone to help you or your business prepare for disruption or loss?

Ever wonder how to begin sorting out the details of life? Estate Planning, Financial Plans, Tax consequences, Online accounts, Insurance, Personal assets, protection and decisions to make? The Living Planner helps you understand what means what in plain language and create a plan for you moving forward.

Focus is on each business/individual to explore what they do, who does what, what information they have, who has access to information, how they plan for disruption and if decisions have been documented to provide a clear road map for others to step in when needed.

Yikes, do you even want to talk about this? Probably not ...

It is easy to go about daily life without giving it a second thought. When it's time to establish plans to protect what you've worked hard to build, where do you begin?

What if you could evaluate options to preserve wealth and allow for a smooth transfer of assets by documenting personal preferences?

Why, you ask?

Ah, that's easy, I've seen too much. Rather than allow it to stop me, I've decided to create ways to make it easier for all of us to simplify planning. Yes, chunk it down, into smaller sized chunks before we attempt to "eat the elephant"!

Say goodbye to "I have no idea what to do?" OR, "I have no idea where to start?" OR "What would they want me to do?" and think of saying "Thank heavens I know where to find (XYZ); SO happy we talked about what to do; OR I am ready for anything!"

What if it could be “Wow, I had no idea it could be this simple?!”

How do I do this, you ask? What is a Life Plan Strategist anyway? We define a Life Plan Strategist as one with breadth and depth organizationally in business, home and life. Embracing planning as an everyday process can be done! The shift from chaos to order is a decision.

Is planning a strong suit for you? No? No problem, we all have strengths! Planning for now can be done with a few minor tweaks. Take it from one who knows!

Set up to win!

Have you ever considered recruiting a team for your life planning? Working with professionals who specialize in general and specific fields can be a win-win situation for you today and for your loved ones in the future.

Well-being starts with you!

We’ll show you how to Start NOW in small chunks.

Ever said this soundbite? “Time, who’s got the time to think about this stuff or organize thoughts, wishes, or decisions about your home and/or business?”

Really? And, how much time have you spent trying to find the blasted file or explain something time and time again to someone? Let’s talk about time ...

“Forget it, I don’t know where to begin!”

And, once you begin, then what?

Once again, I ask, what if could be, “Wow, I had no idea it could be this simple?!”

Let us show you how!

Get ready for the soundbite, “ah ha, this is it!”

The Living Planner has the expertise, resources and commitment to show you how you can chunk your life and businesses into manageable pieces and get it done!

#LifePlanningSimplified makes a huge difference in the quality of your life now! Check out the resources on the Offerings page or contact us!

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

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