After booking your Planning Session (below), a "Personal-Planning Inventory & Assessment" (PIA) worksheet will be mailed to you as part of a welcome packet.

As you complete the PIA worksheet, you will begin to feel confident that none of your hard-earned assets will be lost if or when something happens to you. And, you will begin to have a great sense that you are doing the right thing for yourself and for your family.

When choosing the date for your appointment in a moment, you will want to give yourself at least TWO WEEKS to gather your information and submit it 3 days BEFORE your appointment.

Do plan on spending the full two-hours of the allotted time for your planning session, and be sure to bring your spouse or partner.

If your spouse or partner cannot make it for any reason, please call us at least one week in advance to reschedule, (or you may reschedule through the link in your confirmation email).

Your appointment is what we call a Family Wealth Planning Session. These sessions are $750 for drop-in clients, but we are able to waive this fee for clients who have made appointments in advance and commit to mailing their information 3 days in advance.

Would you like to commit to submitting your paperwork in advance in order to waive the session fee?