How we work
PLANNING FOR THE
BUSINESS YOU CAN COUNT ON
Planning For the Business You Count On
We plan for your business far differently than other lawyers and law firms.
Business guidance begins with either a LIFT Start-Up Session (if you are not quite off the ground yet) or a LIFT Audit to review the legal, insurance, financial and tax systems in your business (if you are already in operation).
We are the holistic business advisors you have been looking for, not just putting in place legal documents or acting reactively, but instead giving you the peace of mind of knowing you have not only set your business up right from the get go, but that your business systems continue to keep up with your growth trajectory.
We focus on the details so you can maintain your high level, creative focus on growing the company and serving the right clients and customers.
We would love to help you with any of the following:
There are three options for you to get our support.
Choose the one that's best for you:
Schedule Free 15-Minute Phone Conversation
Schedule 2-Hour Family Wealth Planning Session
Schedule 2-Hour Existing Estate Plan Review