During your 60-90 minute Family Wealth Planning Session, we will identify the best ways for you to ensure your legacy of love and financial security for your family and/or family business.
This includes appropriate legal, tax and financial strategies.
We will guide you to become more financially organized and clear than you ever have been before, so you can finally relax around what you have and what you need; and
We will give you clarity on how to best protect and grow your wealth today, and how to make things as easy as possible for your loved ones after you are gone--because no one wants to leave a mess for the ones they love.
Your payment will be applied towards future services, if retained.