THE PROGRAMS
Support shaped to the size of your transition.
Three flexible programs — from essential foundations to a full life-systems buildout. Every plan begins with a conversation, so we can shape the path to what you need.
FOUNDATIONS
Silver Plan
A grounded starting point to bring order to the essentials and build a clear snapshot of where you stand.
Virtual navigation sessions
1 session
Document review & organization
Up to 10 docs
Customized digital folder system
Comprehensive Life Snapshot
Caregiver & emergency information setup
Full Life Navigation Roadmap
Benefits & systems navigation support
Grief or post-loss transition assistance
Family communication & coordination planning
Full Life Systems Buildout (digital + physical)
Personalized Preparedness Binder
Legal-adjacent preparation support (non-legal)
Resource coordination with community partners
Maintenance plan
Quarterly
Extended support window
14-day
Priority scheduling & dedicated channel
Gold Plan
Deeper navigation with a full roadmap, benefits support, and family coordination for a more connected transition.
Virtual navigation sessions
2 session
Document review & organization
Up to 50 docs
Customized digital folder system
Comprehensive Life Snapshot
Caregiver & emergency information setup
Full Life Navigation Roadmap
Benefits & systems navigation support
Grief or post-loss transition assistance
Family communication & coordination planning
Full Life Systems Buildout (digital + physical)
Personalized Preparedness Binder
Legal-adjacent preparation support (non-legal)
Resource coordination with community partners
Maintenance plan
Monthly · 60 days
Extended support window
30-day
Priority scheduling & dedicated channel
MOST CHOSEN
COMPREHENSIVE
Platinum Plan
A complete life-systems buildout with ongoing maintenance and priority support for complex, multi-layered situations.
Virtual navigation sessions
6 session
Document review & organization
Up to 300 docs
Customized digital folder system
Comprehensive Life Snapshot
Caregiver & emergency information setup
Full Life Navigation Roadmap
Benefits & systems navigation support
Grief or post-loss transition assistance
Family communication & coordination planning
Full Life Systems Buildout (digital + physical)
Personalized Preparedness Binder
Legal-adjacent preparation support (non-legal)
Resource coordination with community partners
Maintenance plan
Monthly · 90 days
Extended support window
45-day
Priority scheduling & dedicated channel
Not sure which program fits? We'll help you choose during a no-pressure conversation — reach out here.