What To Expect When You Schedule A Call

  1. Complimentary Consultation: Begin your journey with a free, no-obligation consultation where we'll discuss your estate and philanthropic goals to understand how best to assist you.

  2. In-Depth Fact-Finding: Should you choose to proceed, we'll use a detailed intake form to thoroughly gather information about your assets, beneficiaries, and objectives, ensuring our strategies are perfectly aligned with your values.

  3. Personalized Estate and Philanthropy Plan: We'll craft a customized plan outlining strategies for estate planning, wealth preservation, and impactful giving, along with an engagement contract to formalize our partnership.

  4. Collaborative Implementation: Once the contract is signed, we'll start drafting legal documents and coordinate with your other financial professionals to ensure a seamless strategy execution.

  5. Ongoing Support and Guidance: Our commitment extends beyond the initial setup. We offer continuous support and regular updates to your plan, adapting to changes in your life circumstances or goals, ensuring your legacy and philanthropic efforts are effectively maintained.

Watch this short educational video that goes over the basics of estate planning and the different strategies that we can assist with

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Available Starting times for Sun, May 26, 2024