Who You Are
You love your family. You want to ensure things are as easy as possible for them, if and when something happens to you.
You show your love through acts of service. You want to pass on what you have worked so hard for your entire life and do it in a way that feels good and full of ease.
Your wealth isn’t measured just by the dollars in the bank, but by the well-being of the people you love.
You care so much.
Planning For The Ones You Love
How We Work
Our process begins with a Family Wealth Planning Session. or an Estate Plan Checkup and Review. 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 everything 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 family.