Working with me
See how we can work together to get things organised faster.
Sometimes you might need a bit of extra help
Tailored Personal 1:1
Workshops can be a great place to start to get an overview of everything you'll need to prepare but for some people it's important to get that little bit of extra support and TLC.
If you work with me personally we can go through any or all parts of my 5 step FINAL framework. This will ensure we focus our time on exactly what areas you want practical help with, so you never feel overwhelmed.
I have a wide network of people I work with, so if necessary you can tap into my 'little black book' of contacts for specific professionals that can help with further expertise or advice.
Why choose this option?
Specific time, just for you and me. To get things done.
You can book a single individual time-slot to work on one thing in particular that you need my guidance with.
Or you may choose a package of sessions where we can work together on a bigger plan and go at your own pace to pull all the moving parts together at a speed to suit you.
My in person face-to-face consultancy can be for 60 or 90 minutes and can be for an individual or a couple.
Times and location can be arranged at your convenience and this gives a private and bespoke offering that can be tailor made to fit your personal requirements.
What are some of the things could we cover together?
Basically it's the physical 'doing', the action, the implementation of getting prepared .... but doing it together.
- Reviewing what needs updating or starting
- Getting all your correct paperwork together
- Putting all your paperwork in categories
- Checking your Will and Powers of Attorney
- Collating all your pension information
- Listing out all your bank account details
- Getting your insurance details in one place
- Writing out a plan for your funeral wishes
- Placing all your key financial documents together
- Allocating personal possessions to people
- Labelling keys and securing vital documents
- Ensuring your digital passwords are protected
- Setup emergency access to computer/phone for others
- Letters or messages to loved ones
- Documenting pet plan care for others
- Collating a list of subscriptions
- Updating photo collection or labelling for legacy
- Ensuring safe/lockbox numbers are known by family
- Understanding the probate process
If you're having problems allocating time to physically doing all of this (i.e. putting it off!),
then ring fencing this time and space together is invaluable to really take action and get this done.
What would this cost?
Single: 1 x 60 minute session is £150 or 1 x 90 minutes is £200.
For couples there is an additional flat fee of £50 per session.
I'm based in Hertfordshire but can come into London by prior arrangement or do the sessions online.
Package: 6 x 60 minute sessions £875 (or £1,000 for a couple)
The package could also be taken as 1 single day or 2 x 1/2 days working together.
Please note: any travel time and expenses outside of Hertfordshire will be advised at the time of booking if not local or online.
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