Dawn is a speaker who connects beautifully with her audience via her original, creative presentations tailored to the specific topic at hand. While at times referencing others, she is passionate about designing from her heart, sharing perspectives that offer fresh possibilities for reflection and action.”

Lewis J. Forbes, Retired Financial Planner

Unique Special Offering

Vital Life Planning for Adults of All Ages

The catalyst for my book, Baby Boomers +: A Guide to Designing These Years, Honoring the Full Circle of Life and Creating Life-Giving Conversations was a presentation on which I collaborated with Lew Forbes, a now retired financial planner in Atlanta, GA.

Lawyers, Financial Planners, Eldercare Attorneys and other certified, accredited licensed professionals work with clients to prepare and complete legal documents that assure all is in order before one’s death or encountering limitations that diminish clarity of thought.

Once completed, it can feel challenging to speak about the documents with those who most need to know; however, doing so with courage, integrity, guidance, and love, these “life-giving conversations” ease everyone’s mind.

I am passionate about helping you design what I think of as “essential communication moments” in a way that honors your unique life and that of those closest to you.

I have been on both sides – documents prepared and no documents. I have witnessed the burden of having to rush legal decisions and create documents due to unexpected circumstances. I have also witnessed the unnecessary, significant challenges when documents have not been completed.

This has fueled my desire to help design communication that matters as much as the completion of the documents. When these two steps happen in synchronicity, an estate can be processed with greater ease. In addition, there is freedom from regret and a lighter heart.

While I initially wrote the book for my generation, the so-called Baby Boomers, I advocate for basic documents and communication being created in the early adult years. All can be updated as needed.

It is my deepest desire to replace procrastination and, often, fear, with courage, confidence, and commitment to embrace these important steps.

Contact me to discuss options for joining in this work together. I look forward to serving you.

How It Works

The Gift of 3 L’s: Legal Documents, Life-giving Conversations, Lighter Hearts

These offerings are available in person or via Zoom in the St. Louis, MO area or via Zoom anywhere in the world.

Pricing:

A group speaking engagement sponsored by an organization for members or clients *:

  • 60-minute presentation – $250.00
  • 90 – 120 minute presentation, which allows for more interaction – $350.00

Individual or small group Life Planning consultation/coaching:

  • Individual – the base price per hour is $100, with a range chosen by the client up to $300.00.
  • Small group – if, for example a group of 8 at a retirement community wants to work with me together, it will be priced according to the size of group and amount of time. Current model – if it is a group of 8 for 2 hours, it would be $50 per person. Two hours is the minimum small group engagement. If a half day or longer is engaged, the price would vary accordingly.

To explore the above options, please fill out the CONTACT form. I will respond within 24-48 hours.

In addition:

  • I invite you to subscribe to my Substack newsletter, where I will be writing about this topic, especially including significant content valuable to “life conversations.”
  • By subscribing, you will automatically receive my “almost” daily newsletter in your email inbox at no cost unless and until you choose to upgrade to the paid plan or buy me a cup of coffee to support my writing.

What Participants Receive

  • a list of needed legal documents *
  • an understanding of how and why these steps deeply matter and why “the time is now” rather than “there’s always tomorrow.”
  • ways to design communication to and for those who need to know
  • exploration of and ways to stand in one’s own voice about these decisions
  • wisdom for how to navigate this part of our life’s work with grace, exploring new perspectives and ideas that fit individual circumstances and decrease stress
  • inspiration to honor and celebrate what is completed as an invaluable gift that no one else can give
  • and, perhaps, finding more life-giving ways to engage with family and friends
  • why I include “lighter heart”

*Important disclaimer: I am not a lawyer, and I do not offer any legal advice. Always consult with your attorney to make sure you have the correct set of documents specific to your individual or family needs. My only role in this regard is as an advocate for completing the appropriate documents.

This is also an extremely valuable conversation/presentation to bring to parents in educational settings. Many parents are in the middle, meaning that they are parenting their own children as well as often taking on new caring components with their own parents. What a beautiful offering to help young parents navigate how to “live” in those two roles, learn how they can advocate for elder parents completing this work and sharing it with them, as well as assuming the work for themselves on behalf of their own children.

My book

Baby Boomers +: A Guide to Designing These Years, Honoring the Full Circle of Life and Creating Life-Giving Conversations.

It is written as if we were sitting over a cup of coffee together.