Death and major life transitions are not linear, and neither is our process. Our work is holistic, iterative, and collaborative. It is guided by your priorities, not a rigid checklist. Whether your health shifts suddenly or declines gradually, we revisit and adjust as your needs evolve.
Your type of progression, combined with your personality, needs, and goals, shapes both the pace and scope of our work. Some clients feel complete after one engagement cycle (16 sessions). Others prefer a slower rhythm or extended partnership for deeper support.
There are no cookie-cutter deliverables here. The outcome we aim for is more than just a completed plan. We want you to feel supported, seen, and resourced.


Start by completing a brief intake form that helps us understand your situation, priorities, and what kind of support you are seeking.
If your needs appear to be a strong match for our services, we will schedule a complimentary 30-minute conversation. This is an opportunity to confirm mutual fit, clarify what you are hoping for, review potential areas of focus, discuss fees and payment options, and walk through required disclosures.
If we decide to move forward, you will review Golden Thread’s ADV and privacy policy, sign the advisor and engagement agreements, and submit your initial payment.
You will then be invited to share additional personal, financial, and logistical information that allows us to build a thoughtful, grounded foundation for our work together.
When faced with a life-limiting diagnosis, the world often feels turned upside down. The Plot Twist is designed to help you regain your footing and recalibrate your life. In this phase, we focus on grounding you and acknowledging the whirlwind of emotions — shock, fear, grief, anger, and uncertainty — that naturally arise. Together, we’ll prioritize the most essential tasks, assess your financial situation, and create coping strategies to help you manage the emotional, physical, and logistical challenges ahead.
This phase isn’t a one-time fix. It’s something you may revisit as new medical developments, life circumstances, and emotional waves come your way. We’re here to help you adjust and move forward at every step.
Once the initial shock has settled, The Golden Chapter is about being fully present with the time you have left, however long or short that may be. This phase focuses on cultivating resilience and finding purpose in each moment. We’ll work together to address practical matters, like managing medical expenses, updating important documents, and building a support network.
You’ll also explore how to live meaningfully despite ongoing changes, whether by working through a bucket list, having courageous conversations with family, and/or connecting to your deeper beliefs about life and death. Through this phase, we normalize the struggles and embrace the process of discovery, all while keeping the to-do list in manageable “snack-sized” bites.
In The Closing Chapter, we shift focus to preparing for the end of life and ensuring your personal legacy is protected and honored, while also considering the needs of the loved ones left behind. This phase involves practical decisions, such as tax and estate planning, gifting, and organizing critical documents, as well as emotional work like reflecting on lessons learned through illness and dying and making peace with unfinished business.
We will walk through critical legal steps, have courageous conversations with your medical and financial powers of attorney, and ensure your beneficiaries, executors, and trustees are set up for success. You will also explore your beliefs about medical aid in dying and voluntary stoppage of eating and drinking, and we will connect you with resources, as appropriate. We create space to reflect on any unresolved business you may want to address before your expiration date.
After completing a 16-session engagement, you can pause, continue, or transition the work in the following ways:
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