Services for Individuals and Families
The First Step: Discovery Call
Free | 20–30 minutes
A no-pressure conversation to understand where you are, what you have in place, and what you need. Jodi will ask a few key questions and recommend the right next step — whether that's a package, a referral to a lawyer or financial advisor, or simply a resource from the website.
Available to everyone — business owners, self-employed individuals, and everyday individuals and families.
The Preparedness Consultation
$197 + HST | 60 minutes | One session
A single focused session to take stock of where you stand. Jodi will guide you through the five core areas of personal preparedness, identify your most critical gaps, and give you a clear, prioritized list of what to work on next.
You will leave with a written summary of your gaps and a recommended action plan — not a completed plan, but a clear and honest picture of where to start.
Available to business owners, self-employed individuals, and everyday individuals.
What you will walk away with:
→ A completed gap assessment across five areas.
→ A written priority action list.
→ Clarity on which professionals you need to engage (lawyer, financial advisor, accountant).
→ Recommended next steps and resources.
The Personal Preparedness Starter Package
$397 + HST
You've been meaning to get your affairs in order. This is how you actually do it.
This package is for individuals and families who want to make sure the people they love are never left without a roadmap — whether that's because of an unexpected illness, an accident, or death.
What's included:
→ One 30-minute kick-off call to understand your situation and customize your starting point.
→ The Personal Preparedness Workbook — a guided fillable document covering your personal accounts, assets, insurance, digital life, legal documents, key contacts, and personal wishes.
→ A personal mid-point check-in from Jodi to answer questions and keep you on track.
→ One 60-minute review call to go through your completed workbook, confirm what's in place, identify gaps, and build a clear action plan.
What you will walk away with:
→ A completed personal preparedness workbook — organized, documented, and accessible.
→ A clear picture of what's protected and what still needs attention.
→ A prioritized action plan for next steps.
→ Peace of mind that the people you love have a starting point.
