Golden Thread Collaborative: Money, Meaning & Mortality Services
Money, Meaning & Mortality Services
At Golden Thread Collaborative, we walk with you and your family through the profound — and often disorienting — experience of living with a life-limiting diagnosis. Our services provide financial clarity, logistical guidance, and emotional and existential support, helping you and your loved ones make intentional choices during one of life’s most pivotal seasons.
What We Do
Integrated guidance for life-altering moments.
The offerings outlined here represent the full scope of support we are able to provide, not a checklist or a fixed sequence. Every client engagement is unique, shaped by your specific circumstances, personality, values, and time horizon. Most engagements draw on some of these services, not all of them, and the focus naturally shifts as needs evolve. We often move fluidly between practical financial matters, emotional and meaning-based support, and conversations about mortality, sometimes within a single session. This flexibility allows the work to meet you where you are, respond to what is most present, and ensure that nothing essential is rushed, overlooked, or addressed before you are ready.
Money
Stabilize. Simplify. Make grounded decisions in impossible circumstances.
Financial Stabilization & Clarity
- Financial triage and wellbeing assessment
- Net worth, cash flow, and liquidity clarity
- Adapting finances to medical and caregiving realities
Decision Support Under Pressure
- “What if” scenario modeling
- Tradeoffs between spending now and leaving assets for loved ones
- Clarifying values, boundaries, and expectations
Benefits for You, Protection for Loved Ones
- Insurance and employer benefit review
- Protecting dependents and healthy family members
- Blended family and beneficiary planning
Estate & Legacy Readiness
- Wills, trusts, POAs, healthcare directives
- Digital estate planning
- Aligning intentions with actual logistics
Organization & Coordination
- Document organization and readiness
- Conversations with POAs, executors, and trustees
- Helping everyone understand their role before it matters
Values-Aligned Transfer
- Gifting and asset shifting (when appropriate)
- Philanthropic and charitable planning
- Cost basis and step-up awareness
Meaning
Regulate. Reorient. Support what matters most now.
Emotional & Nervous System Support
- Working with shock, grief, fear, uncertainty, exhaustion
- Trauma-aware regulation and emotional triage
Capacity & Prioritization
- Identifying what truly matters now
- Letting go of non-essential responsibilities
- Learning to receive help
Adaptation & Resilience
- Reorienting to a new financial and life reality
- Building resilience for ongoing change
- Working skillfully with resistance and overwhelm
Meaning-Making & Identity
- Navigating identity shifts
- Exploring purpose, values, and what still wants expression
- Integrating the experience into a coherent story
Relational Clarity
- Family meetings and shared expectations
- Clarifying intent with beneficiaries
- Supporting difficult conversations with care
Living Legacy
Mortality
Prepare. Communicate. Honor life and death with intention.
Communication & Support
- Talking with loved ones about illness and prognosis
- Assessing and strengthening support systems
- Connection to community and support groups
Life Review & Completion
- Life review and reflection
- Unfinished business and reconciliation
- Ethical wills and meaning-making
Care & Comfort Planning
- Palliative care and hospice education
- Non-medical pain management tools
- End-of-life education and advocacy
End-of-Life Logistics
- Vigil planning
- Body disposition, funerals, and memorials
- Obituaries and remembrance
Intentional Leave-Taking
- Living funerals and legacy rituals
- Memorial and remembrance projects
Autonomy & Choice
- Education on Medical Aid in Dying
- Education on Voluntary Stopping Eating and Drinking
- Supporting informed, values-aligned decisions
Grief Support
- Anticipatory grief
- Regret, shame, guilt, and unfinished business
What We Don’t Do
To set clear expectations and ensure you receive the right kind of support, it is helpful to name what falls outside our scope of practice.
Our role is not to replace your existing professionals or personal supports, but to help you think clearly, feel supported, and make aligned decisions during a time when clarity is often hardest to access.
Manage or control money
- Manage investments, trade securities, or build portfolios
- Take custody of assets or act as a money manager
- Provide written, long-term comprehensive financial plans
Sell or earn commissions
- Sell insurance or financial products
- Receive commissions, referral fees, or incentives for recommendations
Replace licensed professionals
- Provide legal advice or draft legal documents
- Provide tax advice, tax planning, or prepare tax returns
- Offer psychotherapy, counseling, or clinical mental health treatment
- Provide medical advice, diagnosis, or treatment recommendations
Act as a substitute caregiver or clinician
- Sit vigil during the active dying process
- Provide hands-on personal care or respite services for caregivers
- Make medical decisions or act as a healthcare proxy
Take authority away from you
- Tell you what to do
- Make decisions on your behalf
- Push timelines, conversations, or choices you are not ready for
If you need support that falls into any of the categories above, we’ll help you identify the right professional or resource so you’re not left guessing.
Threads of
Insight
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Affiliations & Credentials
