Helping you get your affairs in order before the unexpected impacts your family

Book a coaching session with our team today and gain peace of mind regarding the future of your family.

Book Your Session Today

Helping you get your affairs in order before the unexpected impacts your family

Book a coaching session with our team today and gain peace of mind regarding the future of your family.

“The workshop was definitely motivating and helpful. This is an issue that is very concerning for me right now.”
- Lisa M.

Benefits of Working With Us

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.

“The content included vital and often-overlooked components of preparation that I can share and discuss with my spouse.” 
- Michelle W.

Meet 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.

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"Accomplishing hard things requires preparation, a realistic understanding of what may be required, and a willingness to put forth the effort." -- Andi Jones

The relief and sense of accomplishment you'll feel when you have your affairs in order is energizing.

01

Peace of Mind

You will rest easy knowing that if something unexpected happens, the surviving family members will have the resources they need to endure grief and move forward with a productive and joyful life.

02

Confidence

Having a solid plan in place to protect and sustain survivors gives them confidence and strength to adapt and overcome the biggest challenge they'll ever face.

03

Control

A good end-of-life plan will allow those left behind to make decisions because they choose to, not because they're compelled to.

04

Freedom to Grieve Properly

Having a plan that minimizes the burdens of dealing with a loved one's death allows the family to grieve in a healthier way and to support other loved ones in their grief as well.

What You Receive:

  • Three one-hour sessions in person or digitally
  • Lifetime access to our online content
  • 20-minute initial consultation call
  • Supplemental materials to stay organized
  • Accountability reminders to help you stay on task
  • $$$ Savings on attorney and other professional fees
  • A plan that will guide you if the unthinkable happens
Coaching a Young Couple

We can't wait to assist you on your journey.

This three-part coaching session will help you get your end-of-life plan on the right track. We look forward to celebrating with you as you enjoy the sense of accomplishment and relief that comes when your plan is in place. - Corey & Katie

Book Your Session Today!

Three one-hour coaching and accountability sessions

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Prepare Your Affairs Coaching Series