Your Health & Wealth

Health and money are more connected than most financial plans account for. Medical expenses aren't a possibility to plan around — they're a certainty to plan for. And the way wealth transfers at the end of a life is determined almost entirely by decisions made well before it.

This workshop covers both sides: protecting what you've built against health costs, and making sure what's left goes where you intend.

Estate Preservation

Whether your estate is large or modest, this matters. Building wealth and transferring it cleanly are two different disciplines, and without planning, assets can be delayed, reduced, or distributed in ways you never intended.

We cover the documents and designations worth reviewing now, the common gaps that create cost and delay for the people you leave behind, and what building a legacy actually requires beyond good intentions.

Two Questions We'll Ask

The workshop puts two questions in front of you that most people have never answered out loud: how do you want this handled, and how would your family manage if it happened tomorrow. Everything else in this module works backward from your answers.

Who This Is For

Anyone with people who depend on them. Anyone who's watched a family navigate an estate without a plan. Anyone approaching or in retirement who hasn't priced healthcare into the picture.

These are hard conversations to start on your own. Come have them in a room built for it.