The People You'll Work With
When you book a session, this is who you get.
What is a Life Planner?
A Life Planner is someone who helps you figure out what to do when life gets complicated, or before it does.
They are not a financial advisor, a therapist, or an attorney. They are trained to look at your whole situation, ask the right questions, help you understand your options, and connect you to the right people when you need them. Their backgrounds span social work, healthcare, family support, and life transition planning, which means they understand not just the logistics of what you're facing, but the human side of it too.
There is no wrong reason to reach out.
Life Planners bring professional experience from fields such as social work, healthcare, family support, and life transition planning.
What Life Planners Help With
Life Planners regularly work with people who are:
Preparing for future life stages
Caring for an aging parent
Facing a serious illness
Going through a major transition
Trying to get organized,
Thinking about the legacy they want to leave behind.
If any of that sounds familiar, you're in the right place.
Meet Our Life Planners
Bree Owens
Bree brings nearly two decades of experience helping individuals and families navigate caregiving, serious illness, and major life transitions. She has a gift for making complicated situations feel manageable and helping people find their footing when they didn't know they'd lost it.
"Most people come to me not knowing where to start. That is exactly the right place to begin."
Lissy McConnell
Lissy is a seasoned social worker who has spent her career supporting individuals and families through caregiving, grief, and unexpected transitions. She brings warmth, patience, and deep practical knowledge to every session.
"You don't have to have it all figured out before you call. That's what I'm here for."
Katie Birks
Katie is a registered dietitian with extensive experience supporting individuals and families through complex health journeys. She brings a whole-person perspective to life planning and is especially skilled at helping people align their plans with what matters most to them.
"Health changes can shift everything. My job is to help you find solid ground again."
Start with a Conversation
Ready to talk to a Life Planner? Your first conversation is free.
No commitment, no pressure, just a real conversation with someone who knows how to help.
