Done-with-you support for busy families.
In one focused 90-minute session we build the skeleton of your Ready File together, identify the gaps, and hand you a summary your household can finish. No blank pages, no decision fatigue — just a working start.
Pilot spots are limited while we refine the format. No payment is taken until a session is confirmed.
From scattered to a working skeleton in one sitting
Intake questionnaire
A short, private form ahead of time so we understand your household and come prepared — not starting cold.
90-minute session
We work through the core modules together, capturing the essentials in real time. You bring what's in your head; we bring the structure.
Gap review
We flag what's missing, what needs a professional's input, and what to tackle next — prioritized so nothing important slips.
Handoff summary
You leave with a clean summary of what we captured, ready for your household to finish and store where you choose.
30-day follow-up
A light check-in a month later to answer questions and keep momentum — building the annual-review habit from day one.
Built for the family that would rather not start from scratch.
The guided session is ideal for busy households, blended families, people managing a parent's or partner's affairs, and anyone who keeps meaning to "get organized" but never finds the entry point. If worksheets feel like one more thing on the list, this is the faster, supported path.
- Busy parents & dual-income households
- Adult children helping aging parents
- Blended & co-parenting families
- Anyone with a major life change on the horizon
Pricing is set with our first families.
We're confirming pilot pricing with the first cohort and won't publish a number until it's final. If you join the pilot, you'll know the cost up front and pay only once a session is confirmed — never before.
Start with the free checklist.
Not ready for a session? The 72-hour checklist covers the biggest gaps in an afternoon — and you can always book a session later to go deeper.