Ready to Get Started?

Book a Complimentary 30-minute Consultation directly into our calendar: 

 This is a brief initial conversation about your planning needs and our process for working with clients. In this first contact, let us know if you have an existing plan. After your Complimentary Consultation, we will happily help you book the best appointment to address your personal situation. 

Meeting & Planning Process Details: Your initial consultation will be handled on a phone call.  Document reviews, personalized planning meetings, and follow-up consults are conducted virtually through Zoom unless you request an in-person appointment.  Signings for all documents require an in-person appointment.  Your final completed planning package will be delivered in person or via FedEx; it is the client's choice.