Private Sessions for Individuals, Couples & Families

Getting your shit together is one of the most important and valuable investments you will ever make. Private sessions provide personalized support, guidance, plus step-by-step instruction to get your plans and documents in place.

  • Four, one hour, one-on-one sessions scheduled over the time period of one to three months (depending on your schedule/availability).

  • Comprehensive course materials include guidebooks, customizable checklist and planners to track goals and priorities.

  • Ongoing support for questions, resources and follow ups available throughout and between your private sessions.

  • Weekly nudges and helpful reminders keep your todo list top of mind and support you in completing your most important tasks.

Watch Intro Video

Watch: Chanel Reynolds

On her book, 'What Matters Most' and Getting Our Shit Together

Individual Sessions

Meeting topics can be further customized or updated as we move forward - here is a great place to start:

  • Let's Begin - In our first one-on-one discovery session we begin with a deep dive into your personal and family goals, priorities and create your customized plan.

  • Working Session - Our second one-on-one focuses on the foundational information and considerations included in your estate planning documents like wills, power of attorney, living will/ACD and other end of life decisions.

  • Make Progress - Next steps on your legal decisions and documents, check in on progress with your attorney or selected service provider, and review insurance policy and/or financial updates to support your goals and better prepare your family.

  • Confirm and Complete: Round up and review of your checklist, confirm how to safely store and share documents and online account details and your next steps to finalize remaining important tasks.

Personal One-on-One Support

Your goals, your priorities, your timeline - and the nudges and coaching to finally get it done. Reach out and learn more.
Image of open table and seats ready for a conversation.

Let's Begin - Getting Started

Session 1: Discovery & Planning

+ In our first one-hour long 1:1 session we'll discuss any questions that you may have about the process, chat about any/all things 'getting our shit together', and how you can get the most out of the process.

+ We review your introduction survey, confirm and prioritize your goals and objectives, create a customized checklist and schedule.

+ Define next steps and confirm questions, needs, and goals for our next session.
Chanel Reynolds in a 1:1 session

Working Session

Session 2: Legal Documents and Estate Plans

+ Review progress on questionnaires, worksheets and your checklist.

+ Estate Planning overview: Wills, Living wills (ACD), Power of attorney documents and foundational legal details and decisions to make.

+ Do you need a lawyer? Maybe. Do you need a Trust? Maybe.

+ Other end of life considerations (death care and beyond).
Chanel Reynolds in a 1:1 session

Make Progress

Session 3: Legal Follow ups, Financial & Insurance Review

+ Review progress on questionnaires, worksheets, questions or next steps with your attorney or selected legal service provider.

+ Review medical end-of-life plans decisions and documents (living will/ACD)

+ Discuss insurance policies and/or financial plans to support your goals and family (emergency plans, life insurance, long term care, etc).
Chanel Reynolds in a 1:1 session

Confirm & Complete

Session 4: Final Steps to Get it Done

What else? What next? In our wrap up session we'll review of remaining items and update your next steps.

+ Confirm how to safely store and share documents

+ Digital accounts, passwords and options to manage and share your important details and documents.
Chanel Reynolds in a 1:1 session
Watch Intro Video

Course Example: Living Wills

Legal and Estate Planning Basics We All Need

Featured Press and Praise

Article: The Power of Raw, Honest Stories About Money

New York Times Article by Ron Liebier

Excerpt: Ms. Reynolds, 48, became an expert through the death of her husband, José, and the gut-wrenching period of logistical and financial madness that followed. She describes it all in “What Matters Most.” Read Full Article:

Opinion: Catastrophe struck when my husband was killed. Here’s what I learned about creating a ‘what if’ plan

by Chanel Reynolds

Four years after my husband was killed in an accident. I had mostly gotten my sh-t together (completed my will and power of attorney documents, created an emergency fund, got more life insurance, specified my end-of-life wishes, recorded important account and password information, etc.) and encouraged my parents, friends (and the whole world via my website Get Your Sh*t Together) to make it easier on everyone after they die, too.

Private Sessions FAQ

  • Are the private meetings online?

    Yes, we will meet once a week for four weeks - the private sessions are online and are generally over zoom (but not required) to encourage face to face conversation and better personalized support.

  • What if I/we miss a private meeting?

    If you need to miss a scheduled meeting we can reschedule for a different day/time. 24 hours notice is appreciated. Should scheduling the in-person sessions prove too challenging, the weekly meeting content and instruction can be recorded and will be shared as self-study session.

  • How much does the private course cost?

    A private course with individual sessions is $499 per individual or couple.

    For comparison, the rate for one hour-long private meeting/session for an individual or couple $199 per hour.

    An alternative option that provides similar topics, materials, and instruction (without the private meetings) are the monthly online group courses which are are offered for $149 per person.

  • Is the cost per person or per couple?

    Please invite your partner, spouse, or household 'person' to join you and participate in your private course and weekly sessions. Absolutely!

  • How and where do I access the materials information?

    All foundational course materials and session resources are available to access, view or download on a Private Sessions Course Dashboard. Think if it as the home-base for your course. Additional resources and/or personalized materials will be sent via email or secure link with your permission.

  • Is Chanel Reynolds an attorney, financial planner, CFP or Insurance salesperson?

    Chanel Reynolds is an expert in helping people get their shit together with over 25 years experience as a project manager, managing director, and business leader. For ten years she has been a leader in the end of life space. She has been there. She gets it. She is NOT an attorney, financial planner or here to sell anyone an insurance policy or annuity. She has been described as 'the Erin Brockovich of Estate Planning' (which she very much enjoyed hearing, thank you) and encourages you to think of her as your accountability club captain, personal trainer and workout mentor. Meaning, she is not/will not be providing legal or financial 'advice' but will help you get the important stuff done ASAP with her no BS approach, soft heart, expert advice, occasional swear words, and a more than a few jokes.

Get Your Shit Together This Year

The Best Time to Start is Now

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