Family Wealth Planning Session

Estate planning to protect those you love and all that you've earned.

  • 2 hours

Service Description

Because the Family Wealth Planning Session is a working meeting that requires preparation, we ask that clients provide credit or debit card information in order to reserve a session. Your card will not be charged unless you cancel your planning session within 48 hours of the meeting without rescheduling a new appointment, you do not come to your planning session once scheduling it, or you do not complete your estate planning worksheet and send it to me within 2 days of the meeting. If any of these three situations occur, your card will be charged $750. Please understand that I set aside time just to work with you. If you do not come to your appointment or cancel without rescheduling, other clients will not be able to schedule time with me. If you do not return your Family Wealth Planning worksheet, it will be necessary to go through it together, which will require extra time. We know that your time is valuable and we want to ensure that it is spent as wisely as possible. Thank you for your understanding! By providing your credit or debit card information, you consent and agree to this policy.

Contact Details

  • 800 West 8th Street, Medford, OR, USA