Free 15-Minute Phone Consult

Choose this option if you have not attended one of our educational events before. This brief call will make sure we have introduced ourselves “in person” before we dive into our personalized unique planning process, answered your initial questions, and made sure we are a good fit.

Family Wealth Planning Session

We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets (if you have no plan) or your existing plan (if you have one and want to know if it needs updating). You will submit your family details, and your existing plan documents, if any, in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.

Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations or no-shows, or if you prefer not to submit your family details ahead of time and want to use our time together (up to you!). 

As I’m sure you are starting to see, this is a real working meeting and not a “get to know you” sesion. You will leave here more financially organized than ever before and fully informed and empowered to make the BEST decisions for your family. Your ticket to getting it for no charge is submitting your family details ahead of time. That’s it!