Process & Fees


This planning is important, but seldom a priority…

I‘ll help you get it done now!

First, I will come to you for discussion, to personally help create your custom Guidebook.

In a few meetings, I’ll guide you through each topic as you consider questions and provide answers.

You control the timing…your Guidebook is done in a few weeks, or a few months if you desire more time to consider and gather info.

To speed the process, you can begin gathering key information ahead of time.

We’ll talk through everything, just as much as you’d like!


My fee to help put together a Guidebook and get your basic “affairs in order” (the first 4 sections of the Guidebook) is $275. There is an additional charge per hour if you’d like me to write substantial content, to explore and develop your personal legacy, to complete the extra options for your Guidebook, or if there’s more significant travel or time for our visits.

I don’t sell the guidebook/system on it’s own—there are plenty of others available if you’d like to “do it yourself.“ Here, you are paying for my assistance and time with you, and for my organizational system. Our collaboration and the entire process will take time for both of us–and you will have some homework!

If you’re ready for assistance and inspiration, or to learn more about my organizational system, please contact me now.