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When the unexpected happens…

Who would pay your bills?

Who would feed your beloved pets?

Who would make health decisions for you? Do they know what you want?

65% of Americans are likely to experience a crisis in the next 5 years.


50% do not have an emergency plan in place.




What’s your plan?

Join the interactive workshop, THE GIFT, guiding you through 12 key areas impacted by a move, crisis or any transition.





  • 4 weekly 1.5 hour sessions
  • Safe and confidential small group environment

  • Trusted network of professionals to assist with planning
  • Exclusive portfolio to keep



I want a plan!


The GIFT Workshop group meeting pic

Kay R.

The GIFT was an eye opener because we thought we had covered all the things our kids would need to access if we died or were incapacitated. We had a trust, but taking The GIFT forced me to think about the details not included in the living trust. The GIFT made me consider the decisions that would need to be made if my husband or I were incapacitated.

Delilah M.

The information covered concisely in the GIFT workshops encouraged me to have strategic conversations with my spouse, which lead to even more strategic conversations and education related to future retirement planning. The information has been critical to our life planning as we look to our future together. My husband recently faced a major surgery and was able to face it with greater peace of mind due to the critical work he had completed prior to that surgery. I believe that the tag line for the GIFT should be "Greater Peace of Mind" because that is what is achieved by working through the Gift sessions.

Kathy O.

We loved The GIFT. We thought we had a pretty good handle on everything we needed. The class opened our eyes to all the items we had not even thought about. A wonderful GIFT to give our children.

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