Planning for Yourself Doesn’t Mean Doing It Alone
Whether you’re single, divorced, widowed, or simply navigating life independently—your future deserves protection, clarity, and dignity.
Case Study: Teresa’s Turning Point
At 59, Teresa had built a quiet, meaningful life as a schoolteacher. Divorced and without children, she hadn’t given much thought to planning beyond her classroom. But when a close friend was hospitalized and no one was legally authorized to speak on her behalf, Teresa saw how easily the same thing could happen to her.
That experience was a wake-up call. Teresa realized she needed to protect herself—both legally and financially. She put her healthcare documents in place, named a trusted contact, and began exploring her long-term care options. Even with a pension through the Oklahoma Teachers Retirement System, she wasn’t sure it would be enough to cover rising healthcare costs or help her maintain her independence later in life.
She worked with us to create a plan that aligned her savings with her priorities—care, dignity, and legacy—and ensured that whatever she didn’t use would support the causes she loved, not get tied up in probate court.
“It gave me a sense of control,” she says. “Not just for later—but for right now.”
When It’s Just You—This Is Where You Start
You're Carrying the Load—But You Don’t Have to Do It Blind
Like Teresa, many people don’t realize how vulnerable they are—until something unexpected happens. If no one else is stepping in to help, the responsibility of planning falls on you.
But you don’t have to have all the answers. You just have to begin.
This page is designed for individuals who are planning on their own—whether by choice or circumstance. It’s here to help you take control, prepare for emergencies, and protect your wishes with confidence.
What You’ll Get
✅A self-assessment: “Am I Covered?”
This powerful checklist helps you evaluate where you stand in key areas of solo planning. It includes practical prompts like:
Will I have enough income to support myself if I retire earlier—or live longer—than expected?
Do I have a plan for how care would be handled if I become ill or disabled?
Who is legally authorized to speak for me in an emergency or handle my affairs if I can’t
Have I documented and shared my wishes with anyone I trust?
What happens to my savings, possessions, or unfinished business if something happens to me?
Whether you’re just getting started or trying to fill in the gaps, this tool helps you turn uncertainty into clarity.
✅ Next-step guidance
Includes simple, plain-language instructions for prioritizing actions, storing documents, and updating your plan over time—even if you don’t have children or a spouse involved in the process.
📝 No complicated terms. No product pitches. Just real, practical tools—rooted in dignity and self-respect.
Emotional Reassurance
📝 You don’t need to do everything at once. This toolkit gives you the clarity to take the next right step—at your own pace.
Planning for yourself isn’t just about documents. It’s about protecting your your future, your health, your voice, and the people or causes that matter to you—on your terms.
🎁 Access Your Personalized Planning Toolkit
Planning on your own can feel overwhelming—but you don’t have to figure it all out in one sitting.
When you register, we’ll send you a personalized planning toolkit that helps you take clear, confident next steps:
✅ Am I Covered? – A guided self-assessment to identify planning gaps
✅ Next-Step Instructions – What to prioritize and how to stay organized
✅ Ongoing Updates – We’ll let you know when best practices or legal forms change so your plan stays effective
📬 We’ll only email you with updates or resources that matter—no spam, no sales.
Want to Talk Through Your Situation?
No pressure. No sales. Just support, clarity, and a path forward.
If you’re feeling ready to take the next step—or just want to talk things through with someone who understands—we’d be honored to meet with you. Whether you’re planning ahead, facing a decision now, or helping someone else, you’re not alone.