Creating a Holistic Client Experience Through Professional Partnerships
The best time to plan for the end is now. My mission is to help people feel prepared with ease. Whether I can be a resource to your clients and their families directly or provide education and training to your teams - I’m here to help you ensure that everyone you serve can make well-informed decisions and feel prepared for the end.
I partner with and refer to professionals from the following areas:
Trust & Estate Attorneys
Eldercare Attorneys
Financial Advisors
Geriatric Care Managers
Caregivers
Assisted Living
Insurance Brokers
Real Estate Agents
Senior Move Managers
Daily Money Managers
Healthcare Professionals
Palliative/Hospice Services
Eldercare Professionals
And others!
Reach out when your clients…
→ Need help clarifying their wishes for healthcare, legacy planning, or non-financial assets
→ Are looking for referrals to trusted providers and care partners - particularly if their family members live far away
→ Feel overwhelmed with creating end-of-life plans
→ Planning life as a solo ager or part of the sandwich generation
→ Are facing a serious or terminal diagnosis, or are supporting a loved one through a similar situation
→ Need support navigating the logistical complexities after a loved one’s death
Let’s Connect!
End-of-Life & Legacy Planning
Personalized support in creating end-of-life plans, organizing digital assets, and ensuring legal and health directives are completed and accessible.
Providing peace of mind with:
→ Navigating the complexities of holistic estate planning
→ Facilitating conversations with loved ones
→ Defining your client’s vision for a legacy and what they wish to impact on future generations
→ Making informed choices that align with your client preferences and values
→ Making sure one’s digital life and assets are organized
Death Doula Support
A death doula helps a family work through the emotional, practical, and logistical components of death, dying and grief.
I support clients with:
→ Planning for the practical components of death through Advance Directives, pre/post death logistics, legacy planning, and facilitating conversations
→ Creating rituals and providing grief and respite support for the dying or their loved ones
→ Legacy planning and reflecting on life’s journey through self-expression and connection
→ Educating on and exploring relationships around death, dying, and grief
After Loss Consulting
Guidance & help handling post-death responsibilities, including paperwork & account closures, finding the right referrals, providing emotional support, & helping executors and families find time & energy by taking tasks off your plate.
I guide clients through:
→ Creating a customized roadmap that allows them the space to grieve, heal, and get the practical matters taken care of
→ Managing grief and navigating family mediation
→ Balancing life after loss and lightening their task load alongside a trusted professional