About Us
MANAGING DIRECTOR
John Kohlhepp
John Kohlhepp is the company founder/managing director. The company was founded after John’s personal experience losing his mother to cancer. In attempting to close his mother’s accounts and finish up the practical matters of his mother’s estate; he looked around for assistance. He was surprised to find very few companies offering estate administration services for people of modest means.
MORE ABOUT JOHN
John spent a year talking with and learning from dozens of people who work in death care and estate planning. He also earned certificates as a Certified Estate Planner and Death Doula. A Secure Plan, LLC is the product of that work.
Previously, John spent 20 years working in progressive political campaigns and organizations which aimed to make the lives of working- and middle-class people better and more secure. John developed his organizing and advocacy skills working as a lobbyist for almost two decades and he now uses those skills to advocate on behalf of his clients.
Our Process in Three Steps
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1. Free Consultation
We work with clients all across Illinois, and we understand that each situation is unique. During the consultation, we will clarify your priorities to better understand your individual needs. If you decide to move forward with A Secure Plan, we will schedule a more comprehensive meeting to begin developing your plan.
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2. Develop Your Plan
This is an opportunity to have all decision makers at the table to prioritize your goals, understand which services can help you meet those goals, and make decisions together. We recommend that clients have other family members or loved ones present for the meeting.
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3. Implement Your Plan
Each plan is individualized to each client/family. We clearly state which services will be provided by A Secure Plan, areas of collaboration with other service providers, and ways in which we work with each client.
When we work with our clients, we discuss intimate health, financial, and end-of-life matters. Our clients need to know that we hold ourselves to high ethical standards, take no financial interest in the outside services we recommend, and will voluntarily follow the HIPPA standards against revealing information.