A Planning Consultation is a short, structured conversation to understand what you’re looking to accomplish and what challenges you’re trying to solve. Most people schedule this when they’re unsure if their current approach is giving them the confidence, clarity, or direction they need.

During the consultation, I’ll ask a few simple questions to learn about your priorities, what’s prompting you to explore planning now, and what a better outcome would look like for you and your family. You’ll also have a chance to ask questions about how my planning process works and whether it makes sense for us to move forward.

There’s no advice given in this meeting. The goal is to determine fit — and if working together could help you retire well, age with dignity, avoid becoming a burden to your family, and build the legacy you want.

I provide engaging presentations for seminars, workshops, podcasts, and conferences on the family, caregiving, and legacy challenges families face in today’s “Silver Tsunami.” Drawing from my book Clarity Before Crisis and real-life experiences, I equip audiences to better understand the dynamics of aging, caregiving responsibilities, family communication, and legacy planning.

Whether you’re looking for a keynote, an interactive workshop, or a podcast guest, I tailor each message to offer practical tools, conversation guides, and educational insights that help families prepare with greater clarity and confidence.