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Leaving a Legacy

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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.

Ready to get your crucial documents organized? Fill out our contact form to get started!

Money and Marriage: The Five Reasons You Keep Fighting About Money!

Is the topic of money a giant flashpoint in your marriage? YOU ARE NOT ALONE!


Money conflict is one of the leading causes of divorce and can test even the best of relationships. But it doesn't have to be this way.


We've created a video to help you and your spouse finally create money harmony! Coaches Alissa and Jane will explain the Five Reasons You and Your Spouse Keep Fighting About Money!


Watch the free video.


Thank you for your interest. You can download your material here. We hope you find the information helpful and look forward to speaking with you soon.