Continued: So You Do Estate Planning Facilitation? What Does That Mean Exactly?

Signs that my services may be of help to you:  

·         You feel overwhelmed and confused about the estate planning process

·         You know you need to do some planning but you haven’t started the ball rolling

·         You have questions you need to answer on your own to continue your work with your advisors

·         You’re stuck in the process of completing the work you had begun with your advisor

·         You’re unsure what questions are appropriate to ask

·         You’ve met with your advisor but you’re not sure what next steps to take

·         You’re missing deadlines

·         You’re not moving forward

·         You feel you may need someone to hold you accountable to your original goals