Before. Beside. Beyond.
Some people need a single conversation. Others want ongoing guidance. Whether we’re planning ahead or navigating a recent loss, you’ll receive transparent pricing, clear expectations, and support that feels steady from beginning to end. If a package almost fits bit not quite, or you’d rather start with a conversation, we’ll build something around what you actually need.
Before · Planning ahead
You’ve been meaning to.
The will’s older than your grandkids. The passwords live in your head. There’s a folder with some of it, somewhere, and a list you started one January and haven’t looked at since.
You don’t have to do this alone. Here’s how we do it together.
The Peace of Mind Planning Day
We sit down together in the morning. By the time we clear the table for supper, your affairs are in order.
We start with what’s been weighing on you, then lay everything out. Documents, accounts, policies, passwords.
We go through it together, one area at a time. Health wishes, finances, digital life, instructions for your executor.
We fill the gaps, write down what only lived in your head, and put it all somewhere your people can find it.
Everything’s organized, labelled, and in one place. You know exactly where you stand and what’s left, if anything.
What we cover
- Important documents and where they live
- Bank, financial, and insurance information
- Passwords and your digital life
- Your wishes, written down and clear
- Instructions for the people who matter most
- A yearly email nudge from me to revisit and refresh it all
What you’re left with
- Everything organized inside Fare-Well Co.’s Before Kit, our signature system for keeping it all in one place
- A clear record your executor and family can find and follow
- Any gaps named, with a short list of what’s left to do
- The relief of having it handled
And the kitchen table is just a figure of speech. We can work wherever you’re most comfortable, the sofa, the porch, the floor with everything spread out, or over video if that’s easier or you’re not on the Island.
This is organizing, not advising. I help you gather, sort, and record what you already have, and I’ll flag anything that belongs with your lawyer, accountant, or doctor. I don’t give legal, financial, or medical advice. And what we handle together stays between us.
$1,200A full day, 5 to 7 hours · Payment plan available
Begin a Conversation →Let’s start with a short call to talk through where things are, what would be most supportive, and to make sure you’re comfortable working through this together.
Other ways to plan.
A lighter start, or a slower pace with something to leave behind.
A Single Session
A focused place to start. Ninety minutes to sort out what’s weighing on you and see exactly where you stand.
- One 90-minute session
- A custom plan that outlines your next steps and suggests the right resources and tools
$250 · 90 min
The Before Package
For anyone who’d rather plan slowly and make something to leave behind. We go through everything together over weeks, and build a legacy project along the way.
- Six 90-minute sessions over 8 to 12 weeks
- Planning across every area, done side by side
- A legacy project shaped to you: letters to your people, a recorded life story, an ethical will, a family recipe book, whatever fits
- Text, email, and phone support between sessions
- A final summary document, so nothing lives only in your head
- Fare-Well Co.’s signature Before Kit, our digital organization system, set up and yours to keep
$1,200
Payment plan available.
For continuing support, additional sessions are $150 for 60 minutes.
Not sure which fits? Start with a free conversation.
Thirty minutes, nothing to prepare. We’ll figure out together what makes sense.
Prices are in Canadian dollars and may be subject to HST. Every situation is different, and we’ll shape the right support around what you actually need. Payment plans are available. All sessions are available in person on Prince Edward Island, or over Zoom anywhere else in North America.