Lifespan and Legacy Planning

The Lifespan and Legacy Planning Program helps you and your family develop a longevity plan that encompasses your economic, social and physical future. The process involves three steps:

1. Review
2. Reassess
3. Reorient

Review involves a personal examination of how you adapted to past changes in your life to find keys for managing the next stage of life. Review involves a personal one hour life review interview. Reviewing one’s life with a therapeutic listener will trigger important memories you want to share with family and friends

In the Reassess stage of the process you analyze what you learned from your past and consider what changes you think you have to make to have the best quality of life. Will you stay in your home or downsize and move? If you stop working what will you do next? You also consider what you want your legacy to be, what do you want to be remembered for and what do you want to pass on to family and friends.

The Reorient stage is taking the practical steps to make your plan come to life, making a conscious effort to follow through with what you think you will need to have the best quality of life.

Actively preparing for the future and what we want to share with loved ones brings control and peace of mind.