There Is No
We believe in personalized service for every client
We have created a process to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love so that you aren’t simply choosing the cheapest option simply because you don’t have any other basis for making your decisions.
Our approach is educational and proactive – we educate you based on the specifics of your family situation, your assets, and your individual needs, wants, desires and values and then guide you to tell us what you want most so we can create the plan (and the fee for that plan) that aligns with your objectives for your family and your assets.
Where Affordability Meets Effectiveness
Get Organized With A Family Wealth Planning Session
We start all of our planning processes with a Family Wealth Planning Session, which is designed to get you more financially organized than you have ever been before.
This session is a hugely valuable process for you and your family because you will create a full inventory of your assets and ensure your family knows exactly what you have and where it is located. Or if you have an existing plan and need it reviewed, it will ensure it aligns with your desires and goals.
A Family Wealth Planning Session is typically $750, or if you have an existing estate plan that you want us to review as part of this process, then your Estate Plan Checkup and Review is a value of $950.
However, if you do preparation ahead of time after securing your appointment with a credit card (nothing is charged on your card so long as you keep your appointment and complete the preparation in advance), and then your appointment fee is waived.
The awesome thing about the preparation is that you will be more organized than you have ever been before because you will create a full inventory of your assets and ensure your family knows exactly what you have and where it is located.