My Story: From Silence to Presence

For twenty-five years, my career was built on the practicalities of mortgage planning. I understood the "how" of contracts and the "what" of numbers. But my true calling was born from a much more personal transition.
When my dad passed, he had all of his legal affairs in order and we gratefully used those documents. But I could not find his voice in any of them. There were no peace-of-mind instructions, no legacy letters filled with his stories, and nothing specific about how he wanted his life to be honored. The legal map was there, but the heart was missing.
The most sobering moment came when I looked at my own estate plan and saw a mirror of that same emptiness. I realized that if I were gone tomorrow, I would be leaving my daughters to navigate the very same silence I was currently moving through. I made the intentional choice to bridge that gap—ensuring my daughters would never have to search for my voice in the silence.
I am tired of seeing people wait until a crisis to design their ending. Planning shouldn’t be a reactive act of fear; it should be a proactive act of love. It was from this conviction that I founded Plan to End Well.
I am an End-of-Life Advocate, a practitioner of connection, and a seeker of intentionality. My mission is to help you bridge the gap between your paperwork and your presence, ensuring your final chapter is as meaningful and clear as the life you’ve lived.
This is the ultimate act of love—providing your family with a compass of clarity and your presence in the moments they will be looking for you most. Let’s do the heart-work now, so your family isn't left navigating the silence tomorrow.

Who This Is For

This work is for you if:

  • • You have an estate plan, but you know it's missing the heart—the personal instructions, the stories, the "why" behind your choices.
  • • You're the adult child or executor trying to protect your parents' legacy without the awkward conversations.
  • • You want your family to feel your presence in the moments they'll need you most—not just inherit your assets.
  • • You're an estate planning attorney or financial advisor looking for a partner who handles the "human side" so you can focus on strategy.
  • • You've been saying "I'll do this later" for years, and you're finally ready to stop procrastinating.

This work is NOT for you if:

  • • You're looking for legal or financial advice (I'm not an attorney or advisor—I'm the bridge to what those documents can't say).
  • • You want someone to do it all for you (this is guided, accountable work—not a "done-for-you" service).

I Don't Do "Solo Journeys"

I've realized that asking you to talk about the end of life is one thing—expecting you to navigate it alone is another.

"Do It Yourself" models often lead to "I'll do it later."

At Plan to End Well, we don't hand you a PDF and wish you luck. This is a guided practice with built-in accountability. Whether you're mapping your logistics or drafting your legacy, you'll have structure, resources, and a community showing up with you every week.

No more pushing it away. No more "someday."
We design it now.
The Roadmap

The Plan

The Peace of Mind Roadmap

A self-paced course that walks you through the details your Will doesn't cover. You'll complete a fillable planning document to hand to your family or attorney—with weekly community support to keep you moving forward.

View Roadmap Details →
The Legacy Partnership

The Letter

The Legacy Partnership

An 8-week guided program to document your stories and wisdom. Self-paced curriculum with weekly community accountability—because legacy work needs structure, not someday. You provide the heart; I provide the roadmap.

View Partnership Details →
The Send-Off Design

The Remembrance

The Send-Off Design

(Launching Q2 2025). A self-paced course to design the celebration of your life—on your terms. You'll create a fillable planning document that ensures your presence is felt exactly as you intended.

An Intentional Act of Love.

Planning is an act of love—but it’s also an act of protection.

Avoiding these conversations doesn’t make them go away; it just leaves the burden of guesswork for the people you love most. 


I help you replace that uncertainty with a clear, actionable roadmap. Because the greatest gift you can leave isn't just an inheritance—it’s the absence of chaos.

The Cost of Silence

Most people know planning matters. Few actually do it.

67%

of Americans die without an estate plan

Source: Advance Capital Management

35%

of families experience conflict due to lack of planning

Source: Advance Capital Management

21%

have made formal end-of-life arrangements

Source: National Funeral Directors Association

Planning isn't morbid. Leaving your family in the dark is.

A Partnership in Completion

For Estate Planning Attorneys & Financial Advisors

 You provide the legal map and the financial foundation. I provide the heart and the "how-to" that ensures those plans are deeply felt and actionable for the family. Together, we offer a truly holistic planning experience. 
 While your work secures the "who, what, and where," my practice focuses on the "why and how." I work alongside your clients to curate the personal instructions, legacy stories, and celebration rituals that turn a professional estate plan into a profound family gift. 

Supporting Your Practice & Your Clients:

  • • Meaningful Completion: I provide guided courses and community accountability for clients to finalize their planning documents and legacy letters, ensuring your legal files are supported by clear, personal context.
  • • Holistic Guidance: I hold space for the time-consuming (but vital) conversations regarding digital assets, ethical wills, and end-of-life "vibes," allowing you to stay focused on high-level strategy.
  • • Deepened Client Loyalty: By offering a path for "Heart-Work," you distinguish your practice as one that cares for the human transition as much as the financial and legal one.

"I am the bridge between the paperwork you curate and the presence the family needs. Let's ensure your clients leave more than just an inheritance—let's ensure they leave a clear, intentional path forward."

Common questions about bridging the gap 
between your paperwork and your presence.
I already have a Will. Why do I need this?"
A Will is the essential legal foundation for your estate, but it is a technical document designed for the courts and the banks. My practice is the personal companion to that legal work. While your attorney ensures your assets are protected and distributed according to the law, I help you document the personal instructions, digital legacy, and family stories that a legal form isn't designed to hold. Together, we ensure your plan is both legally sound and deeply felt by your family.
Isn't it a bit morbid to talk about this now?
What’s actually morbid is leaving your loved ones to argue over a casket or hunt for passwords while they are in the depths of grief. Planning isn't about dying; it’s about removing the burden of chaos from the people you love
When is the 'right' time to start?
If you have people you love, a story to tell, or a password you haven't shared—you are already behind. You don’t wait for a house fire to buy insurance. You don't wait for a health crisis to plan your legacy.
How long does this take? I’m busy.
My self-paced courses are designed for professional precision and proactive design—meaning we cut straight to the heart of what matters. You work at your own pace with built-in structure and weekly community support.  You don't spend months in the 'someday' phase; you finalize your plan now so you can move forward with clarity.
What is the difference between a funeral and a 'Remembrance'?
A traditional funeral is often a logistical event arranged by family during a time of acute grief. A Remembrance is a proactive act of design—a gift you give your loved ones so they don't have to navigate the silence. We often spend more time planning a two-week vacation than we do this final chapter, yet this is the moment your family needs to feel you most. By designing a curated ritual now, you ensure your presence is felt long after the service is over, turning a day of loss into a lasting connection.
Can I do this for my parents?
Yes. In fact, many of my clients are the "Sandwich Generation" trying to protect their parents' legacy and their own sanity. I provide the framework to have "The Conversation" without it being awkward or intrusive.
Bridge the Gap Between Your Paperwork and Your Presence
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