Frequently Asked Member Questions


Who is the programme for? Is it mainly for people who want to change careers?

The programme is for anyone who wants to re-energise their career. This can be for a number of reasons, and part of our work together is to get clarity on where you are and what it is you’re looking for. You don’t need to have your goal fully figured out before you start. Some of my clients started the programme imagining they're after a big career change, but then realised this was not the right way forward. Someone started looking for support in securing a promotion, but then realised they wanted to change jobs. It can be hard to know what would satisfy that craving for change without delving a little deeper first.

You say this is a career coaching programme. What do you mean? How does it differ from career counselling?

Career coaching with me focuses on your personal strengths, values, on where you find meaning and helps you take the next steps in your career based on these fundamental factors. My coaching is non directive which means that I'm not going to tell you what to do. Instead, I'll help you by facilitating your best quality thinking and supporting you as you move forward. In contrast, a career counsellor usually offers tactical and directive support to help you get a job: they will give you information about the job market, tips on how to perfect your resume and offer interview practice. While my Career Reboot programme offers more practical support in Module 6, practical advice is not its main focus. Instead, it's about helping you create a work life that is right for you.

What is the best time to sign up to the programme?

The programme is suitable for different stages. This includes early stages of change when something feels “off” with your job and you'd like to explore it and get clarity about what to do about it to more advanced stages where you know where you're headed and are looking for support and accountability to accomplish your goal. Regardless of where you are the best time to start is now, there will never be a better time to get clarity on where you’re headed, inject positivity into your role, and get intentional about your career goals. You will however get best results when you're ready to hold yourself accountable to the goals you set and the outcomes you want to achieve.

One of the modules doesn’t apply to me - do I still need to go through it?

Not at all. The trajectory through the programme is fully flexible, meaning that you can spend as much or as little time in each module, or even skip modules altogether. This all depends on your goal and career situation, and we will choose the topics to be discussed in each session that are most relevant to you.

How much time is needed to complete assignments between the sessions?

There are exercises and assignments for each module, and I recommend to complete them throughout the programme at a steady pace. It’s hard to say exactly how much time is needed as it’ll be a mixture of the reflection exercises that we will use as the basis for our discussion and practical assignments to complete in between sessions that help you move forward. The ultimate decision on what practical steps you choose to take between sessions will always be yours.

Where do the 1-to-1 coaching sessions take place? How do I schedule them?

Most of our coaching sessions will take place via video calls (zoom, Skype). You can schedule your sessions using my online calendar on the booking page.

What do I need to prepare ahead of my first session?

You don’t have to do anything at all. You don't have to prepare for the session, you don't have to bring a goal or be able to articulate anything. You just get to come and be you. I will drive the session by asking questions. It's perfectly fine to not know what you need before the first session - clarity usually starts emerging as we start working together.

How long does it take to go through the programme?

It takes 3-4 months on average, but it can be more or less than that. It will be up to you to choose the frequency of the sessions that works best for you.

I’m interested. What should I do?

Great! Please book a free consultation call and we’ll go from there. I look forward to speaking with you.

I moved to a new state. Do I need to update my estate planning documents?

If your documents were legally signed in your original state, your new state will commonly accept them. The Trust does not need to be amended simply because you moved to another state. If your move prompted the purchase of a home, that property deed will need to be titled in the name of your Trust. Follow this link to request a transfer deed.

The people listed in my estate planning documents have moved.  How do I update their addresses?

All addresses and contact information may be updated by hand on Schedule B at the end of your Living Trust.

I sold my home or a property I own.  How do I update my Living Trust to reflect that I no longer own that property?

Any asset you dispose of automatically disappears from your estate. However, it may be beneficial to your successors and beneficiaries if you cross that item off Schedule A (asset listing) of your Living Trust.

I have a Living Trust and there are changes to my assets (new bank accounts, car, etc.) How do I update my Trust to make sure they are part of it and protected from probate?

To make an asset part of and protected by your Living Trust, the ownership document must reflect that your Living Trust is the owner of that asset.

Example: Mr. Robert Sample has a Living Trust titled "The RS Living Trust", dated 01/01/2000. If Mr. Sample wants his savings account at Bank of America to be protected by the Living Trust, his savings account must be owned by and titled as Robert Sample, Trustee, The RS Living Trust, dated 01/01/2000, not to Robert Sample.

For assets such as retirement accounts and life insurance policies, most list their spouse as the primary beneficiary and their Living Trust as the contingent.

It’s been many years since I created my documents. Do I need to update them?

The Living Trust does not expire. An amendment is only necessary if your estate planning instructions have changed. Please review your Living Trust and, if you have changes to make, visit our Amendment Questionnaire.

My daughter got married and changed her name.  How do I update this information in my documents?

It is not necessary to update your estate planning documents when someone listed changes their legal name. All legal name changes have supporting documents that can be used to prove the individual’s identity (i.e. marriage or divorce certificate).

My children are now adults.  Do I need to update my documents to remove the Guardians?

Guardianship automatically becomes irrelevant when your children become adults. It is not necessary to remove the language from your documents.

What will happen now that my beneficiaries are above the age limits set in the Special Distribution/Children’s Trust?

When your beneficiaries age beyond the set limits, the Special Distribution/Children’s Trust becomes irrelevant. It is not necessary to remove or update this section in your estate planning documents.

I lost my estate planning documents. How do I replace them?

Please contact our office at 800-871-4901 (Monday - Friday, 8 AM - 5 PM PST)

How much does it cost to update my documents through Financial Planning Ministry?

We do not charge a fee to prepare updates to your documents. Our ministry is supported by a cooperative of churches and ministries nationwide and our purpose is to promote stewardship through estate planning. We only ask that you keep or add a gift to at least one of these ministries in your estate plan.


Amendments - Updating Your Trust