Life Wrap
Life Wrap is your comprehensive companion in the journey of life, seamlessly weaving together financial wellness and strategic planning to realize your personal aspirations and safeguard your legacy.
Life Wrap Bundle
Design and implement a holistic plan that wraps around your life today and your plans for tomorrow.
Financial Analysis: Create a personalized cash flow and net worth analysis (CFNWA). Develop your personalized analysis and model, understand your financial “levers”, run “what if” scenarios, plan for your life’s goals.
Project UP Plan (PUP): Create a personalized, detailed roadmap with action items related to a holistic review of your life now and your goals for the future.
Complete PUP Actions: Turn your PUP into results. Complete the next step(s), tasks, actions, etc. identified in the PUP and measure results.
Starting at $3499
Start Today“Sandy and Suzannah have demonstrated tremendous professional knowledge in assisting me with estate settlements, real estate, taxes and other financial problems. Their energetic work on my behalf was a great relief to me, not to mention the personal touch in all these matters. I have complete trust and confidence in them.”
EugeneTennessee
“Suzannah and Sandy helped my Uncle with estate planning, selling his home to move to another state, yearly taxes, monthly budgets, etc. My Uncle went through an enormous amount of life changes in a short period of time which caused a tremendous amount of stress. Their professionalism, knowledge, care and communication were above and beyond, and I cannot thank them enough for a smooth and stress-free experience for my Uncle and our family.”
AnneNorth Carolina
safeguard your legacy⚬
safeguard your legacy⚬
safeguard your legacy⚬
safeguard your legacy⚬
safeguard your legacy⚬
your comprehensive companion⚬
your comprehensive companion⚬
your comprehensive companion⚬
your comprehensive companion⚬
your comprehensive companion⚬
It's not just about securing your financial future; it's about empowering you to plan for life's milestones, whether it's welcoming a new family member, embarking on dream vacations, investing in a second home, or preparing for retirement.
We understand that life encompasses both joyous and challenging moments, which is why our service also delves into both your merry adventures and the critical aspects of end-of-life planning, allowing you to make decisions about living fully today, and the commemoration of your life in the future.
Your Safety Net
By intertwining various facets of your life, such as financial, legal, healthcare, and social considerations, we strive to create a robust safety net – a Life Wrap – that anticipates potential hurdles and enables you to live life on your terms, with confidence and peace of mind.
Let us help.
Be ready for the unknown.
We help individuals & families preserve peace of mind now and for the future.
Let’s create your Life Wrap. Don’t leave these critical decisions until the last minute.
Start Today
With our holistic approach, we aim to create a comprehensive wrap around your life that not only prepares you for life’s uncertainties but also empowers you to cherish every moment, knowing that your financial, personal, and end-of-life wishes are in capable hands.
Your Life's Goals
We assist in navigating the intricacies of your wishes and the handling of your affairs today and at your death. What are your goals today? How might they differ tomorrow or under “what if ” scenarios? Do all your documents, family, and trusted advisors have the same understanding and power to act as you wish?
Roadmap with Signposts
Create a detailed and actionable plan to meet your goals. Understand the potential impacts of choosing one turn in the road verses another. Gain knowledge about the risks and rewards when you use your resources. Build confidence by planning several strategies to meet your goals.
Adapt to Life Changes
As your Life changes so will you. Your Life Wrap is flexible to meet your new or changing goals and challenges.
Start Today.
Your Life Today. Your Legacy Tomorrow.