Peace of mind for you and yours.
Approach estate planning with ease, grace and a few laughs.
1
What are you looking for?
You’ll be asked a few questions to help us tailor our suggestions. Every person and family is different. This is not a “one size fits all!” approach. Nope. We tailor solutions to you.
Some people need help with legal documents to document their estate plan. Other people want to tackle retirement planning. Others are worried about the surviving spouse and how that will work financially for them.
2
Personalized suggestions.
We’ll share who from our team is the best fit for your needs and preferences. If you are working with Cath on insurance, she will help you comparison shop from over 30 insurance carriers. If you are working on legal documents, Cath will get you started with a legal team of experts and practitioners with decades of experience in estate planning.
3
Pick the right partners.
If it makes sense, a set of products or approaches will be presented. If needed, specialists are brought into help with financial and legal assignments. The companies we recommend are A to A+ rated and backed by billions of dollars of insurance. When it is time to protect you, your family or retirement, we want the best for you.
"I admit it. I delayed getting help finding coverage for me, my mom and sister. Cath took a lot of that stress out of the equation. To be honest, we laughed a lot together. I was able to get solid, personized recommendations on things that friends had that I knew I wanted for my family, too."
— Robert D., CLIENT
FAQs on our approach
Will I get all my questions answered?
Yes. Our initial consults are meant to help you understand and develop a game-plan. If we do not know the answer to something, we will find out and get back to you shortly after the meeting or call together. The goal is to make you comfortable with what is going on and understand how it works.
Do I have to buy something during my consult?
No. There is no obligation to buy. The consult gathers information and helps us to determine positive next steps. Many families decide to move ahead immediately—making progress feels good!
Is this insurance that runs out or gets more expensive every year?
No. Those two sales gimmicks are much of what gives life insurance a bad reputation. Cath works with level whole life policies from A and A+ rated, reputable carriers.
Learn more on our FAQ page.
