Frank G.

35+ year corporate and technology executive career | Human Resources and Financial Systems | End-User Computing | CEO/Founder of MyFamilyPlan | Estate Organization and End-of-Life Planner I help individuals jump-start their financial and estate planning journey by helping them organize all the essential details of their life using the MyFamilyPlan Estate Planning Worksheet. MyFamilyPlan is a comprehensive Microsoft Excel workbook designed to support all your financial and estate planning needs. The workbook includes various worksheet tabs that cover essential items, providing templates, drop-down lists, dashboards, summaries, guidelines, instructions, checklists, reference articles, calculators, and easy navigation. MyFamilyPlan organizes all the details of your life in one place so should something happen to you, your Loved Ones, Executor, and/or Trustee will know exactly what to do. Much of what I do is facilitate the completion of MyFamilyPlan that includes the following: 1. Personal, Digital, and Home Security Details 2. Money Details such as Assets, Liabilities, Income, Life Insurance, and Social Security 3. Expenses and Bill Payment Details 4. Essential Estate Activities and Responsibilities – Home, Business, Children, End-of-Life 5. Estate Contacts 6. Funeral Pre-Planning and Postmortem Considerations 7. Legal Estate Documents 8. Retirement Planning Considerations 9. Unique Items such as Business and Relate Estate Details I offer 3 levels of service that are fixed price with deliverable that include a custom MyFamilyPlan Workbook, Activity Report with Suggestions, and a Tax Receipt: ➜ LEVEL 1 - Basic – Covers items 1 to 3 above - $1000 ➜ LEVEL 2 - Deluxe – Covers items 1 to 7 above - $1500 ➜ LEVEL 3 - Custom – Covers items 1 to 9 above - $2200 ➜ Annual // As-Needed Tune-Ups: o Level 1 Tune-Up - $300 o Level 2 Tune-Up - $500 o Level 3 Tune-Up - $750 I offer a $150 consultation that will be deducted from any of the above packages should you decide to proceed. This consultation can be used for Do-it-Yourself (DIY individuals that just need a Q&A session.