Planning For The Ones You Love
Our estate planning process begins with a Family Wealth Planning Session. Before the Family Wealth Planning Session you will complete a written financial assessment that will help you feel more organized than you have in a long time, possibly ever.
During the Family Wealth Planning Session, we will look at what would happen to all of your loved ones and assets, if anything were to happen to you.
Then, we will come up with a plan to make sure everything happens the way you want it to happen. From start to finish, you will be in control of your future and your family will know just how much you care about them.
Should we decide together that there are steps you can take to ensure the well-being of your family outside of the plan you currently have in place (or the plan the government has in place for you right now if you don’t have one for yourself), we will present you with different planning options that allow you to decide on your fee and the level of service that is right for you and your family.