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Best for DIY-ers or anyone who prefers initial guidance and an overall framework to implement this process on their own.

Ideal for people who prefer step-by-step guidance and ongoing sessions with regular check ins and communication to plan and execute their goals.


Key Services:

  • Comprehensive Assessment and Action Plan Session (2 to 3 hours), in person or virtual
  • One 45-minute strategy/coaching call
  • Option to purchase additional strategy/coaching calls as needed

Key Services:

  • Comprehensive Assessment and Action Plan Session (2 to 3 hours), in person or virtual
  • Five 45-minute strategy/coaching calls
  • Unlimited email access and communication with Annette Adamska

Subscriptions Included:

  • The Road Map: worksheets that include prompts and guidance on your life and legacy planning
  • Complimentary Everplans subscription for cloud storage of information for one year (value: $75/person/year)
  • Access to a private Facebook group, for outreach and support

Subscriptions Included:

  • Bi-monthly email prompts and directions with guidance from The Road Map: worksheets to help you document and prioritize your life and legacy planning
  • Complimentary Everplans subscription for cloud storage of information for one year (value: $75/person/year)
  • Access to a private Facebook group, for outreach and support

Investment

Individual: $795; Couple: $995

Investment

Individual: $345; Couple: $495

Schedule your complimentary consultation if you'd like help choosing the best option for you, better understand the process of our work together, or how to move to the next phase!


Follow up call must be used within 6 months after the Assessment and Action Plan Session

Additional key services expire one year after the Assessment and Action Plan Session


Dependents up to the age of 18 are included in each package option. We understand that every family is unique. No matter your family structure, we can find a solution that works for you. Reach out to us here to tell us more!