Wellbeing Checkup
Course Summary
The purpose of this checkup is to cover Life Events and prepare you for the unexpected in business and at home. We'll meet virtually via Zoom to review your life planning. Organizing you to always be prepared in all areas of life is the desired result. You'll receive a roadmap to outline the gaps that exist and ways to close those gaps. We’ll review specific areas of your home and business life during our session to make sure you're able to take the next steps to protect you/yours.
Course Curriculum
Course Pricing
-
$350 USD
The purpose of this checkup is to cover Life Events and prepare you for the unexpected in business and at home.
Buy Now
Lynn Lambrecht
Preventative strategies are my passion. Tough topics are tough. How do you prepare and cope with a sudden diagnosis, an accident or loss of life? OR cope with business impact due to natural disaster, regulatory, technological, and/or human factors?
Life changes and evolves as we grow through it! We encounter new experiences through transitions like job changes, moves, new relationships, babies, all the way to retirement – so many factors to consider along the way.
"What do I do NOW?" We seem programmed to react to life. What if we considered a proactive stance? Each transition is a time when we stretch beyond what we've known to take a new step life's journey. After years in the reactive space, I’m a believer in up-front action to allow us to feel what we deserve to feel in times of loss.
I saw a gap in society and created The Living Planner providing individuals and organizations the "layperson perspective" of if/then possibilities. We discuss how financial, legal, health care, tax, accounting and insurance professionals serve us.
It matters to me that working with individuals, families and businesses, we proactively seek action with primary focus on empowerment, relationships, open conversations and some real life sass!
As a 30-year aviation professional that witnessed the aftermath and handled details for specific families impacted by aviation emergencies on a large scale as a volunteer emergency team member throughout my years in aviation, I have a strong sense of service, experience and business acumen.
I've worked with the accountants, business attorneys, fiduciaries, financial planners, end of life care professionals, estate planning attorneys, funeral providers, home health people, insurance agents, medical care teams, tax people, and trust administrators. Keeping up on national and state laws is key, along with understanding how the pieces each of the professionals handles helps me thread the need to see the gaps and know how to fill them.
The journey of life is a gift. Make a little time up front to address life's administrative side" and prevent heartache down the road. In the moments when life changes in the blink of an eye, we deserve to grieve vs. scrambling to search for x, y, and/or z. Look forward to meeting you on this journey called life. --Lynn
My work with The Living Planner honors and remembers the victims, families and survivors of NW255, NW1482 and UA175. #LifeHacks #StepInStepUp