Everything in one place, before you need it.
In-person in Hastings County, Belleville, PEC, video or in-person by arrangement across Canada
Most people mean to get organized.
Documents in one place. The right people knowing where things are. The conversations that haven’t happened yet.
Home and Life Plan™ is structured planning for you, and for the people who love you.
Up to 30 minutes. No obligation. 343-642-2085
“I feel relieved having my information all in one spot.”
— Phylis, age 84
This May BE
For You
You want your documents, finances, and future wishes organized in one place, before a health event, a move, or a family conversation forces the issue.
For Your Family
You are an adult child or caregiver researching on behalf of a parent. You want to give them support, not take over. This is how you start that conversation.
For An Executor
You have been appointed executor or Power of Attorney and you are trying to understand what exists, where it is, and what still needs to be done.
When People Reach Out
Most people do not plan ahead. They call when something happens. These are the moments that bring people to this page.
- A major life change, whether you saw it coming or not
- Planning to downsize or sell the family home
- A milestone birthday or approaching retirement, with planning on the mind
- A scam, attempted scam, or significant financial fraud
- The death of a spouse or parent
- Recently appointed an executor or Power of Attorney
- Wanting to age in place, and starting to think through what that actually takes
- A new diagnosis in the family
- An aging parent whose driving has become a concern for the family
- Noticing memory changes in a parent and not knowing what to watch for
- An aging parent moving in
- A family member asking, “where are your documents?”
Free Checklist
What We Work Through
Sessions can focus on one or all five planning areas depending on the package you purchase. Each package provides a written To-Do list.
To-Do
Description
To-Do
Daily Life
Description
Your routines, your support network, how your household runs day to day, and what check-in habits are in place if something changes.
To-Do
Home, Maintenance, and Safety
Description
The condition of your home, your maintenance schedule, safety setup, and your plan if something unexpected happens.
To-Do
Financial, Administrative, and Technology
Description
Your accounts, bills, beneficiaries, how your money is set up to pass on, your devices, passwords, and access to online services.
To-Do
Legal and Estate
Description
Your Will, Powers of Attorney, document storage, and whether the right people know where everything is. Most people do not know whether the document at home is the original Will or a copy. That question alone is worth a conversation.
To-Do
Future Planning
Description
Where you want to live, what end-of-life care looks like for you, and the conversations to have with your family before they need to happen.
What Clients Say
“The session helped keep me motivated and honest. I see the value in creating and having this document. Other things can easily get in the way.”
“I feel relieved having my information all in one spot. The process was gentle, and Christine was kind and patient.”
A client and her son sat down for a planning session together. The following week they spent ninety minutes at the bank and walked out with everything in order. A parent and adult child leaving with something done. That is what this work is for.
About Christine
Christine Paquette founded Bridge Dynamics after twenty-five years working in business systems, operations, and executive coaching. She built the Home and Life Plan™ from the ground up, based on what she kept seeing: organized, capable people whose affairs were scattered across different places, with key conversations still waiting to happen.
Her approach is structured, warm, and practical. She does not give legal, financial, or medical advice. She asks the questions, captures the gaps, and connects you to the right people for the decisions.
She serves clients in Hastings County, Belleville, and PEC. Christine is also available by video or in-person by arrangement across Canada.
C-ROI Certified
25 years business systems
Executive coaching
Bridge Dynamics founder
Scope of Practice
Christine does not give legal, financial, tax, or medical advice. Her role is to ask the questions, surface the gaps, and refer you back to your lawyer, financial advisor, or doctor for the decisions. Every reference in your To-Do list cites a publicly available and verified source. This work sits alongside the professionals already in your life. It does not replace them.
Sessions and Pricing
The First Conversation
(plus Tax where applicable)- A 90-minute structured conversation across all five areas. You leave with an initial To-Do list and a 15-minute follow-up call within 30 days.
Single Pillar
(plus Tax where applicable)- One pillar worked in depth. Written report with verified references, To-Do list, and a 30-minute follow-up call.
Complete
(plus Tax where applicable)- All five pillars, a synthesized document that brings everything together, two 30-minute follow-up conversations, and a family-facing summary on request.
In-person in Hastings County, Belleville, PEC, video or in-person by arrangement across Canada.