Get started today

Step 1: Schedule a Consultation

Step 2: Retain Services

Step 3: Receive a detailed checklist of all documents that are needed to complete your Life Plan.

Step 4: Gather the documents and deliver originals to my office.

Step 5: We will organize and streamline your documents and place in a zip up binder.

Step 6: Review of all documents and advise on what needs to be updated and what action needs to be taken.

Our binder houses your important documents for easy, streamlined management  It includes tabs, forms, folders, pages, pockets, and pouches to keep everything organized. Also includes a writing pad for any additional notes.Holds these essential items:

• Insurance Information 
• Birth Certificates 
•  Insurance Information
• Immunizations 
• Financial Information 
• Home inventory 
• Emergency Numbers 
• And much more...