The Living Plan, Llc

The Living Plan™ is a private executive administration firm that provides services similar to those of a family office controller, often picking up where other professional services leave off. The Living Plan™ offers a comprehensive range of services that ensure all your administrative needs are continuously met, and all your financial and personal business affairs are properly addressed. Maybe you’re too busy too to tackle all these tasks yourself now. Maybe you don’t have the patience, desire, or ability to handle them all, or simply want peace of mind knowing that all those time-consuming chores on your list have been checked off. Perhaps you’re struggling to handle the affairs of an aging family member and you don’t know where to start. Regardless of your reasons for seeking assistance, The Living Plan™ is here for you. With The Living Plan™ you don’t get cookie-cutter, formulaic, process-driven service. Instead, we get to know you and your family to develop a deep understanding of what’s happening in your life, then customize everything we do to provide exactly what you need.