April 5, 2008
Kristi is a professional consultant implementing business solutions.Â
She has over 18 years experience developing and implementing business solutions for individuals, small businesses and large corporations.
While working in the financial advising industry with two major firms, she discovered that many clients, friends and family members “did not have their affairs in orderâ€ť or if they did, it was not communicated to their loved ones or executors. With her propensity and zest for planning, Kristi began working with family and friends to create the survivorship planning concept. She created her first survivorship plan in 2001 and has continued to refine her process, knowledge and resources to better serve her clients. She leverages her business background to help her clients identify critical components and work through creating a clear picture of the transition.
This past year, she has expanded her services to include working with groups and businesses with the Dot Planning Workshops. She speaks to groups about the importance of planning and now offers post death executor assistance to assist executors work through the details of administering an estate.
People are very curious about why she is so passionate about such a â€śdepressingâ€ť business. Death is a hard topic for most people to discuss and yet, it will touch everyone at one point in their life. After 10 plus years in the tech industry, she wanted to make a difference. Kristi loves to take people from an anxious state of mind to a place of relief. Her clients say that the more they work through a plan the more they come to terms with the inevitable.
With an M.B.A. in Business Management (New Mexico State University, 1990) and a broad spectrum of experience in the business world, Kristi has created the business of helping people create detailed plans for communication to executors and families in the case of death or disability.