After scheduling your Planning Session (below), a "Personal-Planning Inventory & Assessment" (PIA) worksheet will be sent to you in a Welcome Packet.

As you complete the PIA worksheet, you will begin to feel confident that none of your hard-earned assets will be lost if or when something happens to you. And, you will begin to have a great sense that you are doing the right thing for yourself and for your family.

When choosing the date for your appointment, consider a date that gives you enough time to gather your information, and provide it to us 3 days BEFORE your appointment.

Do plan on spending the full two-hours of the allotted time for your planning session, and be sure to have your spouse or partner attend (if applicable).

If your spouse or partner cannot make it for any reason, please call us at least one week in advance to reschedule.

Your first appointment is what we call a Family Wealth Planning Session. These sessions are $750 for drop-in clients, but we are able to waive this fee for clients who have made appointments in advance and commit to providing their PIA information 3 days prior.

Would you like to commit to submitting your paperwork in advance in order to waive the session fee?