How it Works:
- Request a planning session and our office will contact you to schedule the most convenient appointment time.
- The planning session is approximately 2 hours so we can focus entirely on you and your family during this time.
- You’ll receive a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order.
- During our meeting, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible.
Clients routinely say:
"Wow, if we had known how easy this would be, we would have done it years ago!" after meeting with us.