As of 2020 we are removing all fees for new members.
Nothing motivates like a good coach on your team
Receive guidance and support from one of the most experienced leaders in the industry. No obligation, no risk, only opportunity. Schedule your confidential session today.
On average, our clients achieve better, more rewarding conversations with their family members with just one Advisor's phone call.
THE PLAN YOUR STORY DIFFERENCE
This is the Plan Your Story difference. We know there is no one-size fits all approach to planning for your future. Our confidential session will help you optimize your individual needs and goals. That means less work, less frustration, and more rewarding results. Our one-on-one coaching is a revolutionary system proven to help families create long lasting plans that have saved thousands of dollars and hundreds of hours in emotional turmoil
Don’t take our word for it, our customer comments show how the Plan Your Story program has worked to create successful conversations across the country.
“I am definitely an advocate for this amazing program. We've been using it since its inception and I love what it's done for our family...brought us even closer together. Now, there are no secrets lurking and nothing for the kids to unravel when we're gone . This program and associated workbook lays everything on the table in a totally non-threatening way, so we all know where we stand....brilliant idea. Plan Your Story nails it!.”
— Linda C., Reno, Nevada
What does the Advisor Session include?
The Advisor Session includes a one-on-one phone conversation with Chemane Rene’, our co-founder and gerontology specialist. You will discuss your unique family situation to get a sense of where you might want to begin and just what you can expect in return.
Define your goals
Clarify planning concepts
Organize your materials
Identify conversation techniques
Ask for feedback
Outline your options
Ready to Talk to Us?
Just Three Easy Steps to Schedule Your Advisor Session…
STEP #1: Fill out your contact information (click button below).
STEP #2: Schedule your no obligation Advisor Session.
STEP #3: Chemane will help you will map out Your Story.
So what are you waiting for? With no obligations and no fees, there’s no reason to wait! Call now to schedule your FREE consultation with Chemane Rene’.