Make money a trusted ally that helps fund your future.
Overcome roadblocks and set up a personalized plan that works for you.
Boost productivity and profits by providing educational programs for employees.
Gain the clarity and focus needed to reduce stress and make more money.
Leaving a Legacy
What kind of paperwork legacy are you leaving for your loved ones if something unexpected happens to you? Will they know where your crucial legal, financial and insurance documents are, who to contact and important login information?
Ensure that you and your loved ones are ready for a Life Event – expected or unexpected – by having critical documents, contacts and login information updated and organized. Leave a paperwork legacy that you are proud of, and that will help make a difficult situation a little less stressful.
Karen’s Life Event Advanced Planning (LEAP) Process will guide you through a process to:
- Gather all of the pertinent information and documents.
- Record everything in their current state. This gives an overall picture of the content of your
documents and accounts, and can help identify gaps. It will also be a resource for loved ones if
something happens to you.
- Develop a plan of action to update documents and accounts, as necessary.
- Store your documents and information in appropriate and safe locations.