My Process

  1. Discovery Call: We’ll chat about your goals, questions, and any family lore you already treasure.

  2. Research Proposal: I deliver a clear plan: sources, timeline, and fees—no surprises.

  3. Deep Dive Research: Documents, archives, DNA data, oral histories—every stone is turned.

  4. Tree Reveal & Coaching: A live Zoom session to share findings, answer questions, and hold space for emotions.

  5. Legacy Products: Choose heirloom charts, written memoirs, or interactive PDFs to preserve your story.

Every step is guided by respect, care, and your unique needs.