FAQ's

A new way of doing things breeds questions. We get it.

Here's some answers to our most common questions.

This seems like a lot of work. Do I have to do it all at once?

Project UP supports you wherever you are in your journey. Our team is skilled and experienced, and our process is designed to help you take small, but meaningful steps. For most clients, this is an iterative process with many building blocks. We can create a plan that is right for you right now. And when circumstances change, Project UP will be there to support you.

I can see the value in Project UP, but I want to take action on my own. Can I do that?

Project UP supports you wherever you are in your journey. We can create a plan that you complete on your own. We will be here if you have questions or need additional support.

What if I already have 1 or more trusted advisors, like a CPA, Attorney, or family member?

Project UP works with your existing trusted advisors. We do not seek to replace your existing network; rather, we strive to enhance it by bringing expertise, coordinate, and integration to a complex set of facts and issues.

I only need one thing – like a will or help moving a parent. Can you do that?

Yes! Project UP supports you wherever you are in your journey. We can complete individual tasks for you, such as a will or resolve a specific issue. However, our experience has proven that a holistic view provides the optimum benefits and outcomes, so we will highlight additional issues for you as they come up. You decide when the timing is right to take action. Project UP will be ready to support you.