PLANNING FOR THE ONES YOU LOVE

Our process begins with a planning session designed to empower families to get more financially organized than they have ever been before.

To accomplish this, we use a comprehensive planning and education process called the LIFE & LEGACY PLANNING SESSION, to develop relationships with our clients to get a clear picture of their current financial status and their future goals.

During this Session, we work directly with our clients to design an individualized plan that will work to support their families in the event of death and incapacity while keeping them out of court and out of conflict.

We are SO MUCH MORE than document prep!

We don't simply recommend a “one-size-fits-all” set of documents that may or may not work when your family needs it most.

We have seen too many well-intended plans fail, resulting in conflict between family members or landing them in court, that we cannot recommend documents without first looking at a client’s whole financial situation. Only then can we design a plan that is specific to their needs and goals.

it all starts with our LIFE & LEGACY PLANNING SESSION.

The purpose of this planning session is to get you more financially organized than you have ever been before, to ensure that none of your assets end up in the State Department of Unclaimed Property. It’s also designed to build a relationship while looking at all of your family dynamics, and assets, and educating you on the law, so you can choose the planning that's right for you, and the people you love. You can even choose the type of planning and fee that you want.

During this meeting, you will ONLY choose to create a set of documents or do ongoing planning if the cost of doing that planning is less than the cost of what your family would have to handle after your incapacity or death.

Our goal is to empower you to make informed decisions, not based on a one-size-fits-all solution, but based on specifics of your family, your assets, and what you care about most. And whether or not you choose to plan with us, we promise that you’ll leave the Life & Legacy Planning Session more financially organized and with greater clarity than when you first contacted us.

If you do decide to plan with us, 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 family.

For additional information on How We Work, please review the links below: