The Family Wealth Planning Session is a two-hour working meeting (or two 60-minute meetings) during which we will guide you to look at everything you own (your assets), everyone you love (your family dynamics), and what will happen to all of it when something happens to you (your legacy). Then you will tell us what matters to you most about your life and legacy, and together we will design the most effective and affordable plan for you and the people you love.

   The fee for this meeting is $750 dollars. If you would like us to waive the Planning Session fee, all you need to do is commit to getting a little educated and completing your “Family Wealth Inventory & Assessment” before the session and submitting it at least 48 hours in advance. This will enable us to make the most of our time together. If you prefer not to submit the homework beforehand, you may pay for the Family Wealth Planning Session, and we will apply the Planning Session fee as a credit to any additional work we do together in the future. We highly recommend attending one of our free trainings before your Family Wealth Planning Session, and as a bonus, we will offer you a $1,000 credit towards your work with us if you do attend. Register for our next training session through the Events tab under Resources.

    Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations or no-shows, or if you do not complete your Family Wealth Inventory & Assessment in time as noted above.