PLANNING FOR THE ONES YOU LOVE
THE PROCESS begins with a Life & Legacy Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to everything you have and everyone you love, if anything were to happen to you.
Then, we’ll determine a plan to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, you will be presented with planning options that allow you to decide on your fee and the level of service that is right for you and your family.