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Choose your payment plan
Find one that works for you
Life & Legacy 90-Day Intensive
597$90-day intensive with 6 coaching calls, webinars, worksheets & complimentary Circle membership. Get organized, document your wishes, and give your family peace of mind.Valid for 3 months- ✓ 6 biweekly coaching calls with Valerie
- ✓ Starter accordion folder + complete worksheet library
- ✓ Expert-led webinars on insurance, legal topics, and more
- ✓ Complimentary Circle membership for 3 months
- ✓ Blueprint + Guidebook + Binder + Blank Templates
Life & Legacy 90-Day Intensive - (3 Pay)
215$Every month90-day intensive with 6 coaching calls, webinars, worksheets & complimentary Circle membership. Get organized, document your wishes, and give your family peace of mind.Valid for 3 months- ✓ 6 biweekly coaching calls with Valerie
- ✓ Starter accordion folder + complete worksheet library
- ✓ Expert-led webinars on insurance, legal topics, and more
- ✓ Complimentary Circle membership for 3 months
- ✓ Blueprint + Guidebook + Binder + Blank Templates
Special Launch Rate
To celebrate the launch of the Life & Legacy 90-Day Intensive, enrollment is available for a limited time at $597.
90-Day Life & Legacy Guided 1:1 Intensive
Guided support to help you organize your important documents, decisions, and next steps to get your affairs in order in 90 days!
Who this is for
- You know you need to get your affairs organized, but you are overwhelmed.
- You want guidance, not just another checklist.
- You want your loved ones to have clear information if something happens.
- You are ready to make real progress over the next 90 days.
What’s included
- 90 days of guided Life & Legacy support
- Private kickoff session
- Guided document and decision organizing support
- Worksheets and checklists as available
- Review/check-in support during the 90 days
- Bonus: 3 months of access to The Clever Senior Circle private Facebook community
What happens next
- You will receive a welcome email.
- You will schedule your kickoff session.
- You will receive your first Life & Legacy organizing steps.
- You will receive the link to request access to The Clever Senior Circle private Facebook group.
- We will begin organizing your information step by step over 90 days.
Note: This program provides education, organization, and guided support. Legal, tax, and financial advice may require consultation with the appropriate licensed professionals.
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