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.