A personalized, multi-session guided process that organizes every dimension of your life — financial, digital, personal, and deeply human — so the people you leave behind have everything they need and nothing left to figure out.
The medical directives are in place. Your healthcare agent is chosen — wisely, and with full understanding of what that role actually requires. Your most important end-of-life wishes are documented in your own voice. The people who need to know, know.
And now there's a question sitting quietly in the back of your mind.
What about everything else?
The bank accounts. The passwords. The phone passcode and the two-factor authentication setup that could lock your family out of your entire digital life. The subscriptions still running long after you're gone because nobody knew they existed. The possessions whose distribution you've never written down. The business interests that will create complications if nobody has a plan. The obituary nobody will know how to write. The celebration of life nobody will know how to plan.
The Essentials Session got the most critical things done. The Extended Package gets everything done.
Book your consultation. Leave your family everything they need.

Most people know, somewhere underneath everything, that a good advance directive is only part of what their family will need. The weeks and months after a death involve a lot more than medical decisions. They involve finding accounts, accessing information, canceling subscriptions, navigating probate, distributing possessions, planning a service, and writing an obituary for someone they're already grieving — often without any of the information they need to do any of it well.
That's what an unprepared estate looks like from the inside. And it's entirely preventable.
The Planning Extended Package is a personalized, guided, multi-session process that takes every remaining dimension of your life and organizes it — completely, correctly, and in a form your family can actually reach for and use. One topic per session. A short prep video and a workbook for each. Assignments between sessions to gather what we'll need. A dashboard that tracks your progress so nothing falls through.
When it's done, the people you leave behind have a comprehensive record of everything — built specifically for your life, by someone who knows exactly what families need when they're navigating loss.
This is not a stack of worksheets with a hope attached. It's a real, human, guided process. And there's a meaningful difference.
Most people have never thought about what a good death actually means to them — because nobody's ever asked. This free course changes that. In five short daily emails, you'll get a real framework for thinking about your end of life: what matters, what a good death can look like when it's been planned for, and how to start designing yours.
Free. Five minutes a day. It might be the most useful thing you do this week.

The only session of its kind that goes beyond identifying what documents you need — to showing you what your choices actually mean, what the stakes genuinely are, and how to build a values-based plan that your family can actually use when it matters most.

Guided, expert-led session that gets your correct, state-specific advance care documents completed and executed properly — while ensuring every choice is grounded in your values, documented in your voice, and understood clearly enough by the people who love you that they can advocate for you with confidence when it matters most.

Comprehensive, deeply human, fully personalized, topic-by-topic guided process that organizes every dimension of your life — financial, digital, legal, personal — into a complete, accessible record that saves your family from the chaos, cost, and heartbreak of navigating an unprepared estate, built one manageable session at a time by someone who speaks like a human and leaves nothing important out.
The Extended Package moves through every dimension of your life that the people you love will need to navigate.
Topics are addressed one at a time, in sessions designed to be focused and manageable rather than overwhelming.
Every account, every asset, every recurring charge. Where things are, how to access them, and what needs to happen to each one. The information that saves your family from spending months tracking down what you could have organized in an afternoon.
Every password, every access dependency, every account your family will need to navigate — or close, or memorialize. Including the two-factor authentication setup that could permanently lock them out of things that matter. Your digital life is more complex than most people realize. We make it navigable.
What you have, what matters, and how you want it distributed. The items with sentimental value that will cause conflict if nobody knows your wishes — and the ones you'd want to go to specific people for specific reasons. Written down, clearly, so there's no guessing and no fighting.
If you own a business or have professional interests that need managing, winding down, or transferring, this gets documented. What exists, who needs to know, and what should happen.
What you want people to know about you. What you'd want said — and what you wouldn't. Your obituary, drafted in your own voice and ready when it's needed. The celebration of life you'd actually want, described in enough detail that the people planning it don't have to invent it.
The Extended Package adapts to your situation. If there are elements of your life that don't fit a standard category, we cover those too.
Every account, every asset, every recurring charge. Where things are, how to access them, and what needs to happen to each one. The information that saves your family from spending months tracking down what you could have organized in an afternoon.
Every password, every access dependency, every account your family will need to navigate — or close, or memorialize. Including the two-factor authentication setup that could permanently lock them out of things that matter. Your digital life is more complex than most people realize. We make it navigable.
What you have, what matters, and how you want it distributed. The items with sentimental value that will cause conflict if nobody knows your wishes — and the ones you'd want to go to specific people for specific reasons. Written down, clearly, so there's no guessing and no fighting.
If you own a business or have professional interests that need managing, winding down, or transferring, this gets documented. What exists, who needs to know, and what should happen.
What you want people to know about you. What you'd want said — and what you wouldn't. Your obituary, drafted in your own voice and ready when it's needed. The celebration of life you'd actually want, described in enough detail that the people planning it don't have to invent it.
The Extended Package adapts to your situation. If there are elements of your life that don't fit a standard category, we cover those too.

Each session in the Extended Package follows the same structure: a short prep video (under 5 minutes) and a focused workbook sent in advance, assignments to gather relevant information before we meet, and a working session where we document everything together.
You're not handed a binder of homework and left to figure it out alone. You show up to each session with what you've gathered, and we build the record together — with context, with conversation, and with the guidance of someone who knows what your family will actually need and what tends to get missed.
A dashboard tracks your progress across the full package so you always know where you stand and what's coming next. Nothing slips through.
The package is completed within a defined timeframe — approximately four to five months — which keeps momentum alive and prevents this from becoming another thing that stretches indefinitely. Additional sessions are available if your situation requires them.
Comprehensive preparation doesn't just protect your family emotionally. It protects them financially — in ways that are concrete and often significant.
The family that arrives at an attorney's office with a fully organized record saves hours of billable time. The estate that avoids probate complications because the right planning was done saves thousands of dollars. The subscriptions that get identified and cancelled rather than running for years after death save real money. The bank accounts set up for proper access rather than requiring legal intervention to open save both money and months of painful process. The digital assets documented and accessible rather than permanently locked save irreplaceable memories.
The Extended Package doesn't just cost something. For most families, it saves something — measurably, meaningfully, at the moment they can least afford to be spending it.


You've completed the Essentials Session and you're aware — honestly — that there's more to do.
You've watched someone else navigate an unprepared estate and you've decided that's not what you're leaving behind.
You own a business, have significant digital assets, or have a life complex enough that "I'll figure it out" isn't a plan your family deserves to rely on.
You want to finish what you started. Completely. In a way that leaves nothing important undone.
every account, asset, and recurring charge, with access info + instructions
passwords, accounts, and access dependencies, with instructions
with clear distribution wishes
and planned for
written in your own voice, and described how you'd actually want it
organized with everything they'll need — in one place, accessible, ready
And you have something, too: the peace of mind that comes from knowing you finished this. That you did the whole thing. That the people you love are protected not just from impossible medical decisions but from the chaos that follows an unprepared death.
That's not a small thing. For most people, it's one of the most loving things they've ever done.
every account, asset, and recurring charge, with access info + instructions
passwords, accounts, and access dependencies, with instructions
with clear distribution wishes
and planned for
written in your own voice, and described how you'd actually want it
organized with everything they'll need — in one place, accessible, ready
And you have something, too: the peace of mind that comes from knowing you finished this. That you did the whole thing. That the people you love are protected not just from impossible medical decisions but from the chaos that follows an unprepared death.
That's not a small thing. For most people, it's one of the most loving things they've ever done.

The quiet weight of "I should really organize all of this" is something a lot of people live with for years. It doesn't announce itself loudly. It just sits there — in the back of the mind, on the edge of the to-do list, surfacing every time something happens that makes the cost of not doing it briefly undeniable, and then receding again when life gets busy.
Actually finishing it feels different than people expect. Not just relief. Something closer to freedom. The freedom of knowing that the people you love are taken care of. That you gave them everything they'll need. That you didn't leave them with a mess.
That's what this package makes possible. And it's available to anyone willing to do it one session at a time.
Multi-session, one-on-one sessions with Barb, held virtually
Estimated 6–12 sessions depending on your situation, completed within approximately 4–5 months
A short topic-specific video (under 5 minutes) and a focused workbook sent in advance, plus assignments to gather relevant information before each session
Dashboard tracks your progress and upcoming topics throughout the package
Available to purchase if your situation requires more time
Planning Essentials Session recommended — the Extended Package builds on the foundation established there
Not there yet? Start with the Essentials Session.
Just getting started? The Readiness Review Call is free.

Format: Multi-session, one-on-one sessions with Barb, held virtually
Length: Estimated 6–12 sessions depending on your situation, completed within approximately 4–5 months
Prep per session: A short topic-specific video (under 5 minutes) and a focused workbook sent in advance, plus assignments to gather relevant information before each session
Progress tracking: Dashboard tracks your progress and upcoming topics throughout the package
Additional sessions: Available to purchase if your situation requires more time
Price: Starts at [PLACEHOLDER]
Prerequisite: Planning Essentials Session recommended — the Extended Package builds on the foundation established there
Not there yet? Start with the Essentials Session.
Just getting started? The Readiness Review Call is free.
You've done the hardest part — you looked honestly at what your family needs and you started building it. The Extended Package is where that commitment becomes complete.
One topic at a time. One session at a time. Until the people you leave behind have everything they need and nothing has been left to chance, to guesswork, or to the avoidable chaos of an unprepared estate.
Virtual sessions available — work with me from anywhere.

Proactive asset management to optimize property performance, enhance value, and ensure operational excellence.

End-to-end project advisory from site selection and entitlements to development oversight and delivery.

Strategic workspace planning and portfolio optimization for corporations seeking cost efficiency and growth.
You've done the hardest part — started the process. The Extended Package is where you finish it. One topic at a time. One session at a time. Until nothing has been left to chance, to guesswork, or to the avoidable chaos of an unprepared estate.
Virtual sessions available — work with me from anywhere.

Dallas' premier real estate consulting firm. Data-driven strategy for investors, developers, and corporations.
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