Welcome to the Project UP blog, a hub of wisdom and insights, where we explore the intricacies of end-of-life planning, financial fitness, goal setting, and a wealth of resources to guide you toward a future of financial wellness, legacy preparedness, and peace of mind.
Blog & News
Seeing the Trees and the Forest: Thriving Through Major Life TransitionsLife Transitions
Seeing the Trees and the Forest: Thriving Through Major Life Transitions
Navigating a major life transition is akin to finding your…
Read MoreLegacy Planning – Make It a Memorable Final Gift, Not a MessEstate PlanningLife Planning
Legacy Planning – Make It a Memorable Final Gift, Not a Mess
Introduction to Legacy Planning Legacy planning is an essential yet…
Read MoreYour Final Mic Drop: A Death Binder That’s Not GrimLife PlanningLife Transitions
Your Final Mic Drop: A Death Binder That’s Not Grim
Let's talk about something we'd all rather avoid: our inevitable…
Read MoreFiscal Fitness: A Roadmap to Financial Wellness and LiteracyFinancial LiteracyLife Planning
Fiscal Fitness: A Roadmap to Financial Wellness and Literacy
Financial confidence, financial wellness, and financial literacy in managing your…
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