Welcome to Pathfinder Legacy
Where we help farmers, ranchers, and business owners create a seamless transition plan for the future. Whether you’re planning for retirement, transferring ownership, or preparing your estate, we ensure that every step is handled with care and precision.
“By failing to prepare, you are preparing to fail”
– Benjamin Franklin
Personalized Succession Planning
Coordination with Legal & Financial Teams
Stress-Free Transition for Future Generations
Are You Prepared for Life’s Big Transitions?
Fill out our Life Events Checklist to make sure you’re on track
Retirement
Succession Planning
Major Life Changes
Schedule Your Free 30-Minute Discovery Call Today!
Get Your Affairs in Order:
Essential Estate Planning Checklist
If you do nothing else do this: Add direct beneficiaries to all of your financial accounts. Checking, savings, CDs, life insurance, investments adding a beneficiary allows those assets to transfer directly with just a death certificate. No will. No court.
Bring Heidi Olson to Your Next Event
Farm succession planning, family legacy, and leadership through experience.
