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.

       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.