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Integrated Client Services
A Private Client Hub
A note before you begin

So much can consume our days—weeks pass, months move quickly, and suddenly the year is ending or starting again.

In the middle of work, family, and life’s constant shifts, the most important conversations often get postponed—not because they don’t matter, but because day-to-day demands take priority.

Over the years, I’ve found that the greatest value I can offer is meeting you exactly where you are, and removing as much friction as possible around the plans you intend to address. That’s where I come in.

Together, we can clarify what has changed, confirm what still fits, and thoughtfully reshape what no longer does—so the pieces that tend to fall to the wayside are handled with care and placed in the right order.

My goal is simple: to help you plan for what matters while it’s still calm, so your family and your future aren’t left to sort things out in a moment of pressure. When planning is done intentionally, it supports you quietly in the background—ready to do the heavy lifting when you need it most.

Start by opening the pillar that fits your season.
— Yolanda K. Brown Private Client Services
Private Client Review
For clients who want clarity before the next decision.
This applies to you if… it’s been 12–24 months since anything was reviewed, your life/business has changed, or you want a calm second set of eyes.
We identify what’s outdated, what’s missing, and what should be prioritized—without pressure or a complicated portal.
Tax, Bookkeeping & Compliance
Precision and calm for serious owners.
This applies to you if… you need clean books, a filing review, or a clearer plan for the 2025 tax year and beyond.
We focus on credible records, reduced confusion, and clean deliverables suitable for lenders or advisors.
Protection, Retirement & Legacy Alignment
When “having a policy” isn’t the same as being protected.
This applies to you if… your life insurance hasn’t been reviewed in years, beneficiaries may be outdated, or you want alignment between protection and long-term goals.
We ensure what you’ve built is protected on purpose—private, organized, and intentional.
Estate Planning Concierge Pathway
Guided, private, and built for clarity.
This applies to you if… you want to avoid probate, protect property, clarify family wishes, or restate/modernize an existing trust.
A streamlined experience—guided intake, clear direction, and peace of mind without legalese.
Land, Health & Legacy Living
A legacy that includes wellness, stewardship, and the way we live.
This applies to you if… you’re drawn to organic living, herbal wellness traditions, and the idea that legacy includes health, community, and what we pass down beyond money.
Grounded, educational, and values-based—centered on food, herbs, and stewardship.

Request a Private Conversation

This conversation is designed to explore your needs, confirm fit, and determine next steps. Please schedule if you’re ready to explore professional support—and open to moving forward if there is alignment.

Prefer not to schedule yet? Email yolanda@freshapproachfg.com with your number and what prompted you to reconnect.