Our Services

We can exponentially change our life with consistent small steps. To prevent overwhelm, this course was designed to provide maximum impact with a minimum weekly time commitment. With ease and grace, your Family Transition Plan will be ready to implement. In addition to accountability and community, this course includes:

• 13 Live Monthly Calls

• 52 Weeks of Content

• Active Facebook Community

• Weekly Accountability

• 5th Friday Guest Speaker Series

The 1-on-1 Customized Implementation program is perfect for families who value speed, privacy, and a personal touch. Complete the application to schedule a no-cost discovery call. During the call, you will identify your desired outcome(s) and if there is a strong fit, we will discuss the consulting plan.

During this intensive and customized program, you will meet with Cindy Arledge privately by phone/zoom for regularly scheduled sessions to review progress, determine next steps, and accountability. Additional support is available via unlimited calls, emails, and other means between regularly scheduled sessions.

This program is a personalized 1-on-1 experience for wealth builders, worried parents, and business owners who are concerned about how their family members will handle their inheritance or want to build better relationships now.

Common Client Requests:

• Risk Assessment/Mitigation Plan

• Trustee/Executor training

• Facilitation of family connections

• Facilitation of family retreats

• Development of training curriculum

• Facilitation of training curriculum

• Assistance with assembling the advisory team

• Non-legal estate plan review

• Implement Family GPS

• Facilitate corporate/group program

• Define non-financial legacy

• Personal Emergency Preparation Planning

• Quality End of Life Planning

• Creation of Governance Documents

• Facilitation of System Automation

• Specialized referral partners for specialized needs such as conflict resolution, addiction, children with special needs, etc.