1. Schedule The  Consultation that Best Fits Your Needs. We have different consultation options to accommodate your needs. You can choose a 15 or 30 minute consultation if you have very specific questions you want answers to or specific documents you want reviewed. Or you can choose our more comprehensive and in-depth session - the Legacy Roadmap Session (LRS). The Legacy Roadmap Session is for legacy & estate planning. During this Session, we will talk in-depth about your specific family, needs, goals, and situation. We'll also send you a detailed, questionnaire to complete before your Session so that our time is well spent. We'll dive deep into your current situation and, in collaboration with you, provide strategy with how to move forward. 

 

2. Solidify & Execute. Then if you desire to move forward in working with us, we'll either design and solidify your legacy plan based on your desires and goals or being serving you!

 

3. Leave A True Legacy. We’ll review any work that we've done together and/or ensure everything is done or set up in the way that you want so that your family and legacy is secure and the people connected to you will feel the impact of your proactive & strategic decisions. 

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