17%? Let’s level that up.
I just ran across this stat … Did you know 69% of adults over 40 want to pre-arrange their funeral services, but only 17% actually do*? That’s a huge gap! So, what’s holding us back…
Tag: financial planning
Importance of File Reviews
You already have funeral, cremation, & cemetery plans in place. That’s fantastic. When was the last time you dusted off the paperwork & made sure it’s in order, that the providers have up-to-date information, and…
Gratitude Grows in Conversations Like These
Gratitude Grows in Conversations Like These This Thanksgiving week, we’re reminded of the power of connection and conversation. I’m reflecting on when i had the privilege of meeting with a couple to discuss their funeral…
Planning is Protecting.
It’s a difficult conversation to have – so, who meets with a pre-planning advisor like me to do advanced planning for their own final arrangements? Why would they do that?
Pick one (or one will be chosen for you).
There are only three opportunities in your lifetime to meet with a pre-planning advisor for final arrangements. Which is best for you?
Planning Compassion
Our compassion connects us, and we have the ability to influence & even change future experiences for loved ones. Here’s one way to do that.
Lock it in.
There are two things you can pay for today and lock in the prices at today’s rates- do you know what they are?
Three people who will boost your financial plan.
Is focusing on your financial plan a priority for you this year? Here are three people who can help – have you met them yet?
