Private Session: 90-min Deep Dive
Private Session with Chanel Reynolds
For Individuals, Couples and Families
90-min Deep Dive 1:1 ($250)
Completing your family's critical documents and basic plans now takes a handful of hours now and can save your family hundreds of hours, unnecessary stress, additional turmoil, and thousands of dollars:
Avoid a 'Death By A Thousand Paper-cuts': Dying without a will is called 'dying intestate' and you DO NOT want this. It can take 300-400 hours and about 2 years to manage someone's estate if they die without a will. Believe me, it really sucks.
Skip 'Treasure Hunts' and Digital Purgatory: Most US adults have over 100 online accounts. It's hard to remember your own usernames and passwords, what won't you have access to when you really need it?
Leave a Legacy, Not a Shitshow Who will make decisions for you? Who should be the guardian of your kids or pets? Who gets the house? Knowing what you want (and don't want) is easy when you write it down in a few documents.
Yes, the private sessions are online and are generally over Zoom to encourage face-to-face conversation and better personalized support. If requested, travel arrangements for in-person sessions are sometimes possible.
You have up to 6 full months from the time of purchase to schedule and attend your private session with Chanel. If you need to miss a scheduled meeting after your session has been confirmed, I would be happy to reschedule for a different day/time with 24 hours' advance notice.
The 90-minute Deep-Dive consultation and 1:1 working session fee is $250. Note that the 1:1 session cost is refundable if requested within 24 hours after purchase. Follow-up 1:1 sessions are offered at $200 per hour for ongoing support.
Your partner or spouse is welcome (and encouraged) to join you. Generally, partners share many of the same assets, goals, and priorities, so creating these documents and plans together can be a very meaningful and productive process as a team. Should your partner have additional priorities or expanded concerns, we can schedule additional sessions for a flat fee.
Once you sign up and purchase your private sessions, you will receive an email confirmation with sign-in links and details. Additional resources and/or personalized materials will be sent via email or a secure link with your permission.
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 over a decade, she has been a leader and advocate for comprehensive and holistic end-of-life planning for everyone. She has been there. She gets it. Chanel is not an attorney or a certified financial planner. 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 household planning accountability coach or an estate planning advocate and personal finance educator. For additional clarity, she does not provide formal legal or financial 'advice' but will be happy to suggest or refer other professionals if requested and/or when appropriate.
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