What is a Life Planner?
A Life Planner is a seasoned expert who helps individuals and families plan for the future and navigate important life events and transitions.
Life Planners provide guidance, education, and practical planning support across areas such as caregiving, aging, illness, healthcare navigation, emergency preparedness, and personal legacy planning.
Their role is to help individuals and families:
Feel genuinely heard and understood
Understand your options and resources
Think through the plans that matter most
Prepare for and navigate life's transitions
Connect with trusted local professionals
What they share is a commitment to helping people move forward with understanding and confidence.
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 often assist individuals and families with:
• Preparing for future life stages
• Coping with caregiving responsibilities
• Responding to serious illness or health changes
• Planning for unexpected events
• Preserving personal legacy
They also help individuals understand complex systems such as healthcare, insurance, and community resources.
Meet Our Life Planners
Bree Owens
Bree Owens brings nearly two decades of experience helping individuals and families navigate caregiving, serious illness, and life transitions.
She has a gift for making complex situations easier to understand and helping people move forward with confidence.
Lissy McConnell
Lissy McConnell is a seasoned social worker who has supported individuals and families through major life changes, including caregiving, grief, and family transitions.
She helps people find direction and confidence during challenging times.
Katie Birks
Katie Birks is a registered dietitian with extensive experience supporting individuals and families through complex health journeys.
She brings a thoughtful, whole-person approach to life planning focused on values, priorities, and what matters most.
Start with a Conversation
Life planning often begins with a simple conversation.
Schedule a complimentary session with a Life Planner to explore your situation and see how LifePlans can help.