Contact Us
We Can't Wait to Meet You!
Let's dive in and set up a time to talk. Most people opt for the complimentary 1-hour meeting, but those with potentially complex situations prefer a quick 15-minute discovery call (which can be followed up with a 1-hour complementary meeting). Additionally, we have a brief client intake form that takes just about 5 minutes to complete. Filling out this form provides us with a preliminary view of your family dynamics and financial situation, streamlining our discussion during your appointment.
Schedule Your Complimentary 1-Hour Consultation
During our 1-hour consultation, we take the time to get to know you, your family, and your goals so we can design a comprehensive plan that effectively protects you, your assets, and your family. A well-structured estate plan provides clear instructions, preserves your assets and ensures a smooth distribution to your selected heirs/beneficiaries, while giving your family the tools they need to manage your affairs in the event of incapacity.
