How we work
PLANNING FOR THE
ONES YOU LOVE
Our process begins with a Family Wealth Planning Session
Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your
We would love to help you with any of the following:
There are options for you to get our support.
Choose the one that's best for you:
Schedule 2-Hour Family Wealth Planning Session
Schedule 2-Hour Existing Estate Plan Review