Hanover, NH office 603.643.6072
Woodstock, VT office 802.457.9492
Planful Path™
The Planful Path™ is a comprehensive “Life Plan” for individuals and small business owners with a focus on helping those individuals and business owners attain long term goals. It involves truly reexamining one’s life in a specific goal oriented manner.
For Individuals
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Planful Path™ Trust Legacy Protection Plan
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Estate Planning with vision and value
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Life Care Planning with vision and value
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Planful Path™ Legacy Builders Notebook Systems
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Power Goals™ to Achieve your Dreams. Goals setting with integrity based on your values and beliefs
For Attorneys
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Planful Path™ Legacy Law Practice
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We provide consultation and coaching around professionals’ personal and professional goal setting to allow them to achieve their best outcomes
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We give professionals’ proven systems that allow them to achieve effective and efficient estate planning for their clients
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We coach professionals and give them tools for marketing made simple
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We provide professionals on-going support throughout the year
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For Families
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Planful Path™ Family Retreats