When you lose a loved one,
you don’t want to worry
about a mountain of tasks.
We make space for what’s most important to you.
What are the next steps?
YOU SCHEDULE A CALL.
The first step is a Discovery Call. The goal is to determine if our services meet your needs and circumstances, and that it feels like a comfortable working relationship.
We’ll ask some questions and explain about our process, and you’ll have a chance you get your questions answered too.
WE DIG INTO THE DETAILS.
Once we know we’re a good fit, we’ll meet with you and your family for our formal intake session (can be in-person or virtual).
We’ll ask questions to get a clear picture of you and your family circumstances, and what tasks we can take on to be most helpful.
WE GET THINGS DONE.
After our intake session, we put together your personal plan capturing everything that needs to be done.
We’ll connect again to review it with you and your family. Then we’ll provide regular coaching until your plan is completed, or you feel confident proceeding on your own.
Our Service Areas
We are happy to offer our services virtually no matter where you are located, and have special knowledge and love for Washington, Oregon, New Hampshire, and Vermont.
If you are not sure if we can support you due to location, please contact us and we’ll figure it out together.