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Blog & News

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.


A new job or marriage can challenge our mental health and trigger feelings but dealing positively with new life changes is beneficial
Life Transitions

Seeing the Trees and the Forest: Thriving Through Major Life Transitions

Navigating a major life transition is akin to finding your…
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Avoid the probate process and secure your families financial security today
Estate PlanningLife Planning

Legacy Planning – Make It a Memorable Final Gift, Not a Mess

Introduction to Legacy Planning Legacy planning is an essential yet…
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create a death binder for your family
Life 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…
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financial wellness advice
Financial 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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