Who You Are (and Why You're Here)
If you’re here, it’s probably because you care.
You care about your family, your community, your legacy. You want to do the right thing—not just legally, but emotionally. You’re the kind of person who’s trying to break cycles, build something better, or finally face that nagging feeling that your “what ifs” are unspoken but ever-present.
You’re a dreamer who wants to become a doer. A questioner who’s ready to build a plan. A protagonist in your own story who just needs the right guide to help you take the next step.
What Brought You Here
Most of our clients come to us after a turning point—usually after someone close to them has died.
Sometimes it went smoothly because there was a solid estate plan in place. Other times it was a mess: no will, no trust, no instructions, and a family left scrambling in grief and confusion.
Often, it’s a bit of both.
Whatever your story is, you’re here now because you don’t want your loved ones to go through that. You want peace of mind—for you, and for them.
You Might Be Feeling...
Like you’ve been thinking about this forever but haven’t made the move.
Overwhelmed by death, money, or both.
Afraid you’ll cry in the meeting (you might, and that’s okay—we have tissues).
Worried we’ll judge your family, your finances, your choices (we won’t).
Ready to go, but your spouse is dragging their feet.
Too burned out from work and caregiving to think straight, let alone plan.
Like you need to have everything figured out before you even book a meeting.
We see you. And we promise: You don’t have to have it all together to get started.
Here’s the Truth
Thinking about death and money is hard—but not thinking about it doesn’t make it go away.
It just means that part of you is always carrying it, quietly, in the background.
When you face it—gently, with guidance—you get relief. Clarity. Confidence. A plan.
Yes, you might cry. Yes, you’ll be met with kindness. No, you won’t be judged.
And honestly? You might even enjoy your meetings with Candice. (Most people do.)
What You Do Need
You don’t need to know anything about estate planning.
You don’t need to make all your decisions before we meet.
You just need to know you’re going to die someday (spoiler: we all are), and that you want things to be easier for the people you love.
That’s enough.
We’ll take it from there.