Let the Annual Planning Worksheet Be Your Guide
Reduce the anxiety of not knowing where to begin when assisting a loved one with end-of-life planning. Use this worksheet to prioritize the necessary conversations. Your future self will thank you for taking these critical steps sooner rather than later.
There's never been a better time to make a plan. Book a call to find out how I can best support you.
To book a time with me:
- First, choose the meeting type, then a day and time for your consult.
- You will then receive the details for our call by email. If you don't see it in your inbox, try searching for "Mary Beth Simon."
- If we're a good fit, we'll define what success looks like for you and create a road map for how we'll move forward together.