Client Testimony
Losing a loved one is more painful than some can imagine. Adding to that pain are all of the administrative responsibilities we take on at our loved one’s passing. From making funeral arrangements to closing bank accounts, it seems like the list of to do’s will never end. Thankfully, there is help for those of us who have lost a loved one.
My name is Irina. I am a nurse and mother of two beautiful daughters. My husband, Joe, passed away in March 2025. I had hoped to have some time to grieve my loss and console my family; however, life did not seem to get the memo. Instead, I had to work to put food on the table, continue my Ph.D. program, and raise my two daughters. I also began to manage my family’s legal and financial matters for the first time. It seemed as though there was no relief in sight.
A friend told me about the Generations program offered by All In Planning (AIP). From the first conversation, I felt like someone finally understood what I was going through. AIP’s team of advisors helped me to understand my situation and guided me through what I needed to do to sort out my husband’s affairs.
They gave me access to their online course, explained my husband’s estate documents, analyzed my finances, sold real estate investments I didn’t want to manage, and even helped me move to another state where my family and I could have a fresh start. My team of All In Planners worked together seamlessly, collaborating with each other in the background so I never had to explain things more than once.
Everyone I spoke with at AIP was kind, thoughtful, and incredibly responsive. It felt like I had people in my corner who actually cared about me. They didn’t just give me tasks or forms to fill out; rather, they took the time to walk me through every step, bringing order to the chaos that had overrun my life. Even now, they still check in on me, pray for me, and offer support. In addition to receiving professional help, I had gained new friends.
You don’t have to do this alone. Reach out for help. AIP made such a difference in my life. They guided me, supported me, and gave me peace when I couldn’t see the road ahead. I truly believe they were placed in my life for a reason, and I would recommend them to anyone who has lost a loved one.
Irina K.
Mom, nurse, AIP client
About All In Planning
We are a team of independent professionals from different industries who work together to guide households through major life changes. Our team includes a financial planner, estate attorney, insurance agent, and real estate asset manager who work together to build a plan for your life. We then connect you with local business partners who can help carry out your plan.
We also offer our Generations program for those who have lost a loved one. This program is designed to help households navigate the administrative duties often carried out at a loved one’s passing. It includes an online course on common steps to take as well as advice from our team, which is specific to households that find themselves in this difficult situation.
Helping others and sharing our faith in Jesus is at the core of what we do. Please contact us if you are ever in need of any assistance. Thank you and God bless!
AllInPlanner.com | info@allinplanner.com
Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success. Clients of AIP have an incentive to promote its services. There was no compensation provided for testimonials.