Life & Document Organization
                           Sorting and securing vital documents
                           Digital password and account management
                          Organizing financial and medical records
                          Estate & Legacy Preparation
                          Guidance on wills, trusts, and power of attorney (LegalShield /ID Shield Membership)
                                                 End-of-life planning checklists
                                                Digital legacy assistance (e.g., social media, email)
                                  Medicare & Retirement Planning Support
                                                   Choosing the right Medicare plan can impact your healthcare, finances, and peace of mind for the
                                                    rest of your life. We help you fully understand the various Medicare options available so you can
                                                    make informed, confident decisions.

                                       Our Medicare Guidance Includes:
                                     - Reviewing Medicare, Parts A, B, C, and D
                                     - Comparing Medicare Advantage vs. Supplement (Medigap) plans
                                     - Understanding out-of-pocket costs, deductibles, and coverage gaps
                                     - Aligning your Medicare coverage with your financial and retirement goals
                                     - Annual reviews to ensure your plan continues to meet your needs

                                     *  Family Communication Coaching
                                     *   Facilitated conversations with heirs and loved ones
                                     *  Preparing letters or video messages for legacy
                                     *  Transition Planning
                                     * Downsizing and housing transition assistance
                                     * Planning for long-term care or home modifications
                                     * Heirloom & Keepsake Delivery: If you have heirlooms, furniture, or keepsakes that need to be
                                       delivered to a loved one, let us help ensure they arrive safely and meaningfully.
                                     * Aging in Place & Home Share Matching
                                     * Support for seniors who want to retire in place and stay in their homes
                                     * Matching clients with compatible, trustworthy house-share partners
                                     *  Creating agreements that promote safety, comfort, and companionship
                                     * Life Enjoyment & Well-Being Coaching
                                     * Personalized plans to help you rediscover joy and reconnect with what truly matters.
                                     *  Do you know YOUR WHY? Let us help you find it.
                                     *  Manage stress and overcome life transitions
                                     * Stay active and engaged in retirement
                                     * Rebuild purpose and confidence
                                     * Stop existing and start LIVING.

Can't say enough about the outstanding service I received from your company. Their team went above and beyond to meet our needs and exceeded our expectations."