An only child and the first of my peer group to lose a parent, I have spent 30 years being an advocate for YOU! Learning the pitfalls and pain of navigating the processes, I protect your dreams, pets, families AND get your dollars out that are "locked" in financial institution purgatory!
Konni is one of the most adept people I’ve met in getting people to start the difficult conversations around estate planning. She listens to client's specific challenges while assisting in understanding and navigating what is a highly emotional topic.
Geoffrey Scheitlin, CPA Founder | Managing Director of Executive Management and Advisory Services, LLC
30 years of heartbreaking stories, my own included, all because the discussion never took place. Don't let it happen to you!
Learn how to mitigate family strife and future heartache with a conversation. Your 'how to' in a 3 step online course. Let's do everything possible to ensure your family stays together and the government does not determine the distribution of assets because of a family dispute.
I have created a 3 step process, an online course, to give you the tools to set the stage for a positive estate planning conversation.
Is your beloved 4 legged family member in the Will?
Have you done your homework on the process to make your wishes a reality?
Let's tailor it to your pet!
Guides, resources, options and the implementation to ensure your pet's well-being should the unthinkable happen to you.
Horse Owners:
Konni Harrison is on a mission to make financial conversations feel good, by educating us on how we can effectively and comfortably talk about money. And for all the equine business managers and horse owners out there, we’re here to ask an important question: What will happen to your horse if something happens to you?
If you don’t know the answer to that question, listen up! Natalie Mayrath
So many heartbreaking stories, my own included, all because the discussion never took place.
Don't let it happen to you!