34 years building systems
for complex operations.
Now for families.
I spent 34 years at UPS managing complex enterprise accounts. My job was making sure that no matter how many moving pieces were in play, nothing fell through the cracks. I became very good at building systems.
When I retired, I started doing for my own household what I'd done for major organizations my entire career — building a comprehensive, organized system for every financial, legal, and logistical detail of my life.
And I discovered something surprising. Even with my background, the process revealed gaps I didn't know I had. Fixing those things required conversations with attorneys and financial advisors — the kind of conversations most families never have until a crisis forces them to.
That experience is what I bring to every client. Not just the organization — but the knowledge of what to look for, what to ask, and what to hold you accountable to actually getting done.
The families I work with.
"I've worked my whole life to get here. I just want to know my family won't have to scramble."
You've spent decades building financial security. This makes sure the details that protect it are organized, accessible, and ready — before a crisis, not after. And if you've just switched to a new computer, or still keep passwords on paper, I help with that too. Getting your digital life in order is part of getting everything in order.
"My parent had a health scare and I had no idea where anything was. I never want to be in that position again."
When a parent's health changes suddenly, families spend weeks trying to locate accounts and documents. I build the system in advance so that time is spent grieving — not searching.
"I know I should do this. I just never have time, and I don't know where to start."
You've built a complex financial life. The problem isn't that you're disorganized — it's that no one has ever helped you build a system that holds it all together. And held you accountable to actually finishing it.
"We have multiple properties, a family trust, business interests. I don't even know if it's all aligned correctly."
Multiple properties, family trusts, investment accounts, business interests — the complexity is real. So is the cost of leaving it unorganized for the people who come after you.
A complete engagement,
start to finish.
One package, one flat price. It starts with a free conversation. Working sessions are in person, anywhere from Aspen to Glenwood Springs, with follow-ups by phone or video call.
Everything in order — $2,500
One package that covers the whole picture: your estate documents, financial accounts, insurance, property, digital life, and a review of where your household may be overpaying or missing something. Three focused, in-person working sessions of up to three hours each, scheduled close together, with everything organized, secured, and handed off to your family in a form they can actually use.
- Initial consultation included
- Sessions scheduled up front, so we finish in days, not months
- Document gathering across all categories
- Physical binder system
- Security protocol and emergency access plan
- Review, handoff, and follow-up by phone or video call
- Mac or PC organization — files, folders, bookmarks, and a password manager
- Insurance check — policies side by side, gaps and overlaps flagged, questions ready for your agent
- Bills and subscriptions — cancel what you don’t use, lower what you do
- Easy wins — autopay and bundling discounts, bank fees, forgotten accounts and unclaimed property
Larger or more complex households are quoted after the consultation.
For the problems most people give up on. Billed separately and discussed one-on-one.
- A retirement benefit from an employer that merged or changed names decades ago
- Years of records rebuilt to support a claim with a government agency
- Stock or accounts sitting unclaimed in another state
- “What if” analyses before a big decision
I dig in, document everything, work alongside your attorney or CPA, and stay on it until there’s an answer.
A brief, no-obligation conversation to understand your situation and whether this is the right fit. No pressure, no pitch — just a real conversation about what you need.
We sit down in person and map the full picture. Assets, accounts, documents, properties, digital access, and any gaps you're already aware of. This conversation alone often surfaces things most families haven't thought about.
Working with you over three sessions, we locate, gather, and organize everything into a complete, structured system. This is where the real work happens — and where I hold you accountable to actually getting it done rather than putting it off again.
Every system includes a defined security protocol — where the physical documents live, how passwords are managed separately, and who in your family knows how to access everything in an emergency. A disorganized system is a problem. An unsecured one is a risk.
We review the complete system together. You'll leave knowing exactly what you have, where it is, and that the people you love could navigate it without you. Questions come up after — take my call. No rushing.
For estate attorneys, advisors & senior care professionals.
Your clients trust you with their financial and legal futures. But there's a gap between the plans you build and the organizational reality inside most households — and I fill it.
I work side by side with your clients until every document, account and login is organized and easy to find, so their families can actually use the work you’ve done for them. An organized client is easier to serve, too.
I help your clients finish the homework you give them.
- —No advice, no products. I don’t give financial, legal or tax advice, and I don’t sell anything.
- —No referral fees. I don’t pay them or accept them, in either direction.
- —Built to work with your tools. I help clients complete your firm’s document vault or legacy-planning platform, not replace it.
- —Money questions come back to you. If a money or coverage question comes up, I send it back to you to discuss with your client.
- —Client information stays with the client. They enter their own passwords. I keep nothing.
Schedule a consultation.
No obligation. Just a conversation about whether this is the right fit for your family.
Prefer to call? Reach Chris directly at (805) 405-1846
I work with a limited number of clients at a time to ensure every engagement receives the attention it deserves. I'll respond within one business day.