


"Keep Me on Track" Support Plan for Your Family Essentials File or Next-of-Kin Planning Project
Expert Guidance for Organizing Your Family’s Important Information for Yourself & Your Next-of-Kin
Life can be unpredictable, but getting your family’s important information in order doesn’t have to be overwhelming. If you’re great at getting started, but want expert support to see the project through and keep it on track, this plan is for you.
With the “Keep Me on Track” plan, we’ll work together to create a project roadmap, then check in across three accountability sessions to troubleshoot roadblocks and keep you moving forward. Includes:
A 30-minute virtual kick-off meeting with an expert consultant
Our comprehensive family organization checklist
Project roadmap and three 30-minute virtual accountability sessions
Get started with confidence and take the first step toward peace of mind today.
Expert Guidance for Organizing Your Family’s Important Information for Yourself & Your Next-of-Kin
Life can be unpredictable, but getting your family’s important information in order doesn’t have to be overwhelming. If you’re great at getting started, but want expert support to see the project through and keep it on track, this plan is for you.
With the “Keep Me on Track” plan, we’ll work together to create a project roadmap, then check in across three accountability sessions to troubleshoot roadblocks and keep you moving forward. Includes:
A 30-minute virtual kick-off meeting with an expert consultant
Our comprehensive family organization checklist
Project roadmap and three 30-minute virtual accountability sessions
Get started with confidence and take the first step toward peace of mind today.
Expert Guidance for Organizing Your Family’s Important Information for Yourself & Your Next-of-Kin
Life can be unpredictable, but getting your family’s important information in order doesn’t have to be overwhelming. If you’re great at getting started, but want expert support to see the project through and keep it on track, this plan is for you.
With the “Keep Me on Track” plan, we’ll work together to create a project roadmap, then check in across three accountability sessions to troubleshoot roadblocks and keep you moving forward. Includes:
A 30-minute virtual kick-off meeting with an expert consultant
Our comprehensive family organization checklist
Project roadmap and three 30-minute virtual accountability sessions
Get started with confidence and take the first step toward peace of mind today.