10/19/2026
I used to be the person people came to when it was already too late.
Right out of college, I started managing a law firm. At church or anywhere else, once people knew what I did, the questions came: probate, estate planning. Almost every time, there was no plan in place. I was always the one sharing bad news.
I had information that could have helped those families, and I felt a duty to share it. So I started teaching workshops with the attorney I worked for, mostly in faith communities, because that is where the community gathers. Then I moved to the front end, helping people build their wealth, enhance it, and preserve it.
Twenty five years later, that is still the work. Retirement planning is part of the journey. The estate is the destination.
Grateful to share this conversation with my sisters in service at the Creative Women Summit.
What is one question about your plan you have been putting off? Book a Peace of Mind Call at thelegacygroupsolutions.com