Be Prepared for
Download Your Annual Planning Worksheet to start creating your plan:
- Beneficiaries who want insight on how to prepare
- Second-in-Command who needs to be ready to support a loved one
- Adult Children who wonder what they could be discussing with parents now
There's never been a better time to make a plan.
To book a time with me:
- First choose 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".