Here's what to expect at a Life and Legacy Planning Session. First, let's discuss what happens from the moment you call us until the time of your first appointment.
The moment you call our office, you'll chat with my Client Services Director. They'll answer your questions, get you on the schedule, and then send you a welcome email. That email will give you more information about who we are, how we're different, how really focused we are on helping you leave a legacy.
Then between that email and your appointment we ask you to let us know a little bit about you, so you'll fill out some homework we call the Life & Legacy Inventory & Assessment. It's a way for me to learn more about you ahead of time and be fully prepared for your meeting. Just doing the homework alone, you will be more financially organized than ever before.
Because the planning session is a working session, my fee for the Life and Legacy Planning Session is $750. However, if you complete the homework and send it to me in advance of the meeting, I will waive the session fee because you have done much of the initial legwork for me.
During the Session, I'll look at everything you own and everyone you love so I can get to know your family dynamics and your wishes on a personal level. Then I'll explain how the law would affect your family if something happened to you today, and together, we'll design a plan that will protect your assets and your loved ones, no matter what.
To get started, use my link below and schedule a complimentary 15-minute call. We can't wait to protect your children and your entire family through comprehensive planning.