Services

Planning Packages

This is important work that can be time consuming and bring up emotion. Monica is here to support you through this whole process. Before signing up for a package, be sure that you have the time and space in your life to devote to completing your planning. Please reserve 3-4 hours per week for consecutive 12 weeks. If this season of your life doesn’t offer that availability, plan ahead to a time that is more open. It takes this time and energy commitment to get the most value out of work together.

All packages span a 3-Month period and include:

  • 1:1 sessions with Monica to discuss all aspects of your planning. Plenty of resources and referrals provided

  • Unlimited texts and emails to answer your quick questions

  • Detailed Task Tracker after each session so you know exactly what to work on and how to prioritize

  • A weekly, virtual Co-Work Hour to work on your tasks, ask questions & be in community

  • Complete session notes and meeting recordings to refer back to

  • Prescheduled sessions across the three months for a clear timeline for completing tasks

  • Personalized research and resources for your individual needs

  • Educational handouts and checklists

  • Compassionate support to stay motivated and get this important work done

Essentials

Peace of mind begins with the basics in place.

Gather and discuss everything you need to get legal, medical, and financial documents in order

Already have those ducks in a row? Use this package to pick and choose any other services

Up to 4 hours of Zoom sessions
1:1 with Monica

$600

Complete Care

A complete end-of-life plan to ease the process on your loved ones.

Get legal, medical, and financial documents in order

Funeral planning

Securely store and organize both digital and physical documents, including important life details like accounts, subscriptions, passwords and more.

Up to 8 hours of Zoom sessions 1:1 with Monica

$1000

Legacy

Planning, organizing and beyond - share your whole self with future generations.

Get legal, medical, & financial documents in order

Funeral planning

Securely store and organize both digital and physical documents, including important life details like accounts, subscriptions, passwords and more.

Create unique and meaningful legacy projects such as ethical wills, memory preservation, financial ideas, and more

Up to 10 hours of Zoom sessions 1:1 with Monica.

$1400

A la Carte Planning

Just need a little support to get your planning done? Have some questions about the planning you are already doing? Working with a lawyer but want to save your time with them for strictly legal needs? Let’s talk!

Hourly consulting/support: $200

Includes:

  • 60-minute virtual consultation with Monica

  • Personalized research and resources provided in follow-up email

  • Detailed notes and meeting recording

Schedule a Free Discovery Call

Let’s see how we can best work together!