Planning for Everyone You Love and Everything You Have
We believe in personal service for each and every client. Our approach is educational and proactive – we first determine your individual needs, desires and values, and then tailor your plan to best fulfill your dreams.
You may request a Planning Meeting. Before this meeting you will complete a worksheet to bring you to the session feeling more organized and goal oriented.
In this meeting we will discuss the likely outcome of the affect on all you have and to everyone you love, if anything were to happen to you.
Then, we’ll determine a plan together 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, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.