For services outside our area of expertise, we'll gladly connect you with our business partners in the following areas:

Financial Advisors and Planners:  Financial advisors and planners to help you understand your options and put plans and policies in place to meet your goals . Work with one of our partners to ensure your final wishes for your loved ones and your end-of-life plans are covered. 

Estate Planning / Legal Support: Conscientious attorneys that are ready and able to help you make decisions and plans to ensure your legal affairs are in order and that your wishes are documented and carried out.  Our partners will help you protect your loved ones, your assets, and your wishes.
 
Life Coaching, Grief Coaching, and Therapists: Organizations and service providers committed to help you or your loved ones deal effectively with grieving.

Small Business Coaching: Business coaches and mentors committed to help you start, build, nurture, grow, and protect your small business.

Charitable  Organizations: non-profit  business partners and affiliates.

Patient Care Consultants / Advocates:  Organizations and service providers committed to help you or your loved ones live comfortably according to your wishes.

 

We take your privacy and security seriously at Intentional Legacies.
All of our coaches pass background checks before being certified.
We sign confidentiality agreements with all clients and we honor them impeccably.
We have insurances in place to protect you and us.