Our Services 

Here's what we know- you may have an estate attorney...insurance agent...accountant...doctor...the list goes on...but 

ARE THEY TALKING TO EACH OTHER? 

Probably not.

And that is exactly why we started Project UP. 

You have so many things going on and people you work with to keep your life in motion, but so seldom do those resources ever talk to each other about your life and discuss things like what one resource is recommending could cause a ripple effect of damage later on. 

These resources operate in silos. 

But we don't.