Family Wealth Planning Session
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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.
At the end of the Family Wealth Planning Session, if you feel that the time together was not valuable, not only will we refund your $250.00, but we will also make a $100.00 donation to a local charity 
in your name!

Ben G.

Carrie is a very bright and savvy attorney with additional expertise in financial planning. Her books lay out a lot of mistakes people make and I encourage you to reach out to her and get her free information before choosing an estate & wealth planning attorney.

Susan H.

Carrie and her staff are very knowledgeable and efficient!