Schedule Your Peace of Mind Planning Session

During our 60-minute Zoom, I will commit the following to you:

1. I will answer all of your questions and listen as you share your goals, concerns, and objectives 

2. I’ll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family

3. I’ll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take

4. Then, if we decide we’re a good fit to work together, we’ll discuss next steps. And if not, that’s fine too!

5. Either way, you’ll leave our session clearer than ever before about what you really need (and really don’t need!) to protect your family and assets