Our process begins with a Family Wealth Planning Session. 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 all of what 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.
3 Levels of Planning
Your Family Lawyer For Life
More Than Just Your Money: Leaving a Real Legacy – Who You Are & What’s Important to You
We plan for your business far differently than other lawyers and law firms.
Business guidance begins with either a LIFT Start-Up Session (if you are not quite off the ground yet) or a LIFT Audit to review the legal, insurance, financial and tax systems in your business (if you are already in operation).
We are the holistic business advisors you have been looking for, not just putting in place legal documents or acting reactively, but instead giving you the peace of mind of knowing you have not only set your business up right from the get go, but that your business systems continue to keep up with your growth trajectory.
We focus on the details so you can maintain your high level, creative focus on growing the company and serving the right clients and customers.