Mahatma Ghandi
Planning Sessions are probably what you're looking for - a chance to ask those burning questions you have because of your life experiences (or maybe because of the rumors you've heard?). We'll meet to discuss your family dynamics and current plan (everyone has one!), your short- and long-term concerns and goals, and planning options. You'll choose the planning package that meets your goals and budget, then we'll design your plan.
In order for us to properly advise you during your Planning Session, we'll need to prepare by reviewing all your personal and financial information. You submit this info through an online questionnaire. Planning Sessions are included in will- and trust-based planning packages. Standalone Planning Sessions are available for a flat-fee of $750.
The first step in building your estate plan is completing your Planning Questionnaire. You will be sent your questionnaire and can complete it on your own or schedule a paid Support Session to help you do so. Support Sessions are two-hour working meetings, held on Zoom, to assist you in gathering your personal and financial information and completing your questionnaire online in preparation for your Planning Session.
Support Sessions are info-gathering sessions only; not advisory sessions.
We offer free 15-minute calls to discuss who you are, who we are, how we might be able help you, and what to expect in working with us. Consultations may be by phone or on Zoom.
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