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

By completing the Inventory & Assessment 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 selecting the date for your initial consultation in a moment, you will want to give yourself at least TWO WEEKS to receive, complete, and return your worksheet.

Do plan on spending the full two-hours of allotted time for your consultation, 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 reschedule through the link in your appointment confirmation email.

Your consultation is what we call a Family Wealth Planning Session. These sessions are usually $750, but we are able to waive this fee for the first 4 clients each month who commit to completing their worksheet on time.

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