What to Expect At The Initial Appointment

After signing up for your Family Wealth Planning Session, we will block two hours on our calendar for your planning session. Plan to be here for the full two hours so that you can get the most out of your Family Wealth Planning Session. If this will not be possible during the time you scheduled, please give us a call so we can reschedule.

I will expect to meet with you and anyone else you will be planning with such as your spouse or life partner. Make sure all parties will be available during the meeting time so that you can make the most of your planning session.

Your meeting will begin with me sharing some of my background and history. Then we’ll walk through “what would happen” if something were to happen to you now. You’ll let me know if “what would happen” is alright with you or not. If it’s not, I will help you design a plan to ensure your family will have as little to worry about as possible if something happens to you.

After going through these scenarios together, we will confirm that we have all of the necessary information and documentation to implement a plan to help you achieve your financial and family planning goals going forward.

We will discuss the proper path to ensure your family has what it needs going forward, and decision on the proper estate planning package.

After The Meeting

After the initial Planning Session we will put together a comprehensive plan that addresses your unique situation and meets your needs and goals. You will be asked to select one of three Family Wealth Plans to satisfy your needs. All plans include a Will, Health Care Directive, and Powers of Attorney so you know that you are well taken care of if anything happens, as well as the Kids Protection Plan to ensure your children are always raised by the people you want and never taken out of your home by authorities.