I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what's actually needed to keep your loved one's out of court and out of conflict when something happens to you (or them). We specialize in business and estate planning to achieve your goals.
If you're ready to get going, please attend one of our upcoming events (which you can read about below) or schedule a 15-minute free consultation through the "Schedule An Appointment" buttons. If you're ready to jump right in, please schedule a Family Wealth Planning Session; if you're a business owner, schedule a LIFT Your Life and Business 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 the "Contact Us” in the menu bar 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.