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

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