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WHAT WE DO
ensuring there are no holes
Project UP (or UP) is a unique way to view and consider YOU - whole you - and your family as you deal with the journey of life..
By regularly looking at where you are now and considering where you want to go, you can orchestrate the details of your life to be the optimum expression of yourself. Take control of those details, and they won’t control you later.
Project UP helps create a detailed action plan to address both simple and more complex, intertwined issues with legal, financial, insurance, logistical, and social aspects of preparing for the unexpected as you journey through life.
THE TEAM
who ties it together
Our team consists of a unique blend of resources who have dealt with the messes that are made when you don't plan and also offer expertise in the areas that are needed for comprehensive, holistic life, transition, and death planning.
HOW IT WORKS
how we take it UP for you
FILL
Fill out a quick form for us to get a high-level understanding of your life and goals
CALL
Project UP team has a call with you to discuss your goals and areas that need to be addressed
PLAN
Project UP puts together an action plan based on the call and what our team of experts advises
ACTION
You select what you want to complete and what you would like Project UP to take on for you.
Need more details? Contact us
We are here to help. Contact us by phone, email or our contact form.