My Process

1. Discovery Call

   We’ll chat 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.