Welcome! I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
If you’re ready to get going, go ahead and schedule a 15-minute free consultation [insert online scheduling link]. If you’re ready to jump right in, please schedule a Family Wealth Planning Session.
Undecided? That’s fine, it’s normal to be a little uneasy about estate planning. Many of our happiest clients started just where you are right now. But, when they read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it’s a funny name, right?) they felt more at ease, educated and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me. It’s called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well.