Planning For The Ones You Love

Our process begins with a Family Wealth Planning Session. Before the Session, you will complete an assessment 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 will 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.

Learn More

If you're ready to get going, please attend one of our upcoming events (which you can read about below) or schedule your FREE 15-minute consultation. If you're ready to jump right in, please schedule a Family Wealth Planning Session.

Undecided? That's fine, it's normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best selling book on estate planning for families, Wear Clean Underwear (I know, it's a funny name, right?) they felt more at ease, educated and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me.

Simply click here and enter your name and email address and I'll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.

It's called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon