The Project

Life throws us all kinds of curveballs.  We want to make sure the proper contingency plans are in place, so you can approach the rest of your life priorities and goals with peace of mind.  

In this stage, we will:

1. Determine an appropriate target for your emergency fund/cash reserves.

2. Review and recommend insurance coverage that is sufficient and affordable for your household.

3. Prepare and educate you on the keys to executing your legal and estate plan.  We will connect you with a qualified attorney if necessary.  *The attorney will bill you separately for any services rendered.