Our Services

Your Family GPS™️ | Annual Roadmap Program

Be a legacy builder! Eliminate the root causes of inheritance failure now, so you can spend the rest of your life enjoying your family. With this program, we will teach you how to have the conversations and equip you with the tools to PREVENT a reduction in financial assets, empty seats around the Thanksgiving table, courtroom battles, and generations of lost relationships. Includes:

• 52 Weeks of Content

• Incredible Tools

• Live Monthly Connection Calls

• Active Facebook Community

• Weekly Accountability

• Guest Speakers

1:1 Private Consulting with Cindy

The 1-on-1 Customized Implementation program is perfect for families who value speed, privacy, and a personal touch. Complete the application to schedule a no-cost discovery call. During the call, you will identify your desired outcome(s) and if there is a strong fit, we will discuss the consulting plan.

During this intensive and customized program, you will meet with Cindy Arledge privately by phone/zoom for regularly scheduled sessions to review progress, determine next steps, and accountability. Additional support is available via unlimited calls, emails, and other means between regularly scheduled sessions.

This program is a personalized 1-on-1 experience for wealth builders, worried parents, and business owners who are concerned about how their family members will handle their inheritance or want to build better relationships now.

Common Client Requests:

  • Risk Assessment/Mitigation Plan

  • Trustee/Executor training

  • Facilitation of family connections

  • Facilitation of family retreats

  • Development of training curriculum

  • Facilitation of training curriculum

  • Assistance with assembling the advisory team

  • Non-legal estate plan review

  • Implement Family GPS

  • Facilitate corporate/group program

  • Define non-financial legacy

  • Personal Emergency Preparation Planning

  • Quality End of Life Planning

  • Creation of Governance Documents

  • Facilitation of System Automation

  • Specialized referral partners for specialized needs such as conflict resolution, addiction, children with special needs, etc.