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Platinum Planning

Are you busy living?

 

When you are busy living or are feeling overwhelmed and need someone just to handle all the planning creation, take a peek at our Platinum Planning.    

 

You simply supply us with the required information and participate in some detailed  work sessions and we will create the plan for you based on those inputs.  

 

We will even meet with you and your estate attorney or other professionals to get the best plan put together and documented.     

Garage Sale Items
Reviewing Paperworks

Executor Assistance

For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.

Executor Assistance

For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.

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Executor Assistance

Paperwork, Things,
and People 
 

One of the most difficult obligations we commit to doing for our loved ones is being there to handle things after they are gone.    

It all comes down to paperwork and stuff. It can be an extended nightmare made even worse by lack of planning ahead.  

 

For those executors that are overwhelmed by all their duties, we can step in and be your "boots on the ground" project manager and assist in helping you get your tasks done.   We have done this over 20 years so we are pretty good at keeping things organized, navigating the twists and turns of estate settlements, and avoiding the pitfalls.   

Executor Assistance

For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.

Executor Assistance

For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.

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Need a Speaker?

Need a speaker?

 

Kristi is skilled at speaking directly to groups and addressing different interests. Please contact us directly for inquiries.

Executor Assistance

For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.

Executor Assistance

For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.

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Learn With Kristi 

More learning opportunities. 

Hop on over to our Learn with Kristi page to get access to some planning tools!    

Executor Assistance

For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.

Executor Assistance

For those executors that are overwhelmed by all their duties, we can step in and help you manage the project and assist in helping you get your tasks done. You can call us your "project manager- boots on the ground" kind of assistance.

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