e-Books to Help Plan for “What-if”
Click on the images for more details about each e-book.
Click on the images for more details about each e-book.
Personalized Planning Assistance
We will help you get organized, create your to-do list, and be accountable until you’re done.
Contact us for pricing.
Experience Our experience with loss helps us identify critical and oft-neglected elements of preparation.
Proper Planning Our unbiased approach as non-attorneys or CPAs helps us create a well-rounded plan specific to your needs.
Accountability We will help you develop and stick to a timeline to keep you on target to find peace of mind.
Benefits of Working With Us
After losing young spouses to cancer, we created Prepare Your Affairs to share what we have learned about the value and importance of preparing for the unexpected. While we hope that each family's plan will not be needed for many years, we know that accidents and illness can change everything in an instant.
Using our experience and our access to others who have been through this journey, we have gathered and organized helpful tools and resources to simplify the readiness process. We are eager to assist you in your preparations and help you achieve peace of mind knowing your family's needs will be met.
We invite you to share these resources with others whom you love.
“We left each Prepare Your Affairs planning session with more knowledge and guidance than we first expected. Because Corey and Katie devoted the time and effort to talk with us about the larger questions of preparing for the future, along with their ability to be candid and open about their own experiences, it truly gave us a more focused perspective and fostered conversations between us about the decisions we need to make together. ”