We review your unique money, family, health and tax situation. We make recommendations and quote a fee based on what we discuss.

This free two-hour meeting is intended to answer your questions and talk about the nuts and bolts of the recommendation.

We want to ensure you understand the plan, your options and what each means to you.

This is an excellent time to bring a family member or trusted friend if you would like them to help you make decisions about your plan.

If you decide to go forward at this meeting, you sign the fee agreement, pay half the fee and we gather the information to prepare your plan.

From the Q&A, we will know who you want to help you if you are incapacitated or at your death.

We will discuss who you want to receive which of your assets and how at your death.

We will prepare the documents that support the plan.

This is another two-hour meeting to review the documents and strategies related to your plan. You will make sure it is as expected and that you understand it.

You will sign trusts and documents and authorize the “funding” (changing ownership to a trust) as needed.

This is a great meeting to bring your helper to let them know about the plan.

Down the road, we encourage you to contact us to discuss how major life events might affect your plan.

For example: your health changes, your child marries someone with three step-children, you are considering remarriage, you inherit money.

We will let you know the next step.