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Cancellation Policy

The Family Wealth Planning Session has a value of $750.  In order to hold your appointment, please 1) hold your appointment with a non refundable deposit of $375, and 2) complete a the intake form no later than 3 days prior to the Session. If you're not able to complete the intake form, or if you are planning with a partner and he/she does not complete their own intake form, we'll have to do it at the FWPS. This is an extra service and may result in additional fees.Please note that, if you fail to show up for your appointment and have not given us at least a 72 hour's notice, the $375 fee is non refundable.  Thank you.

El FWPS tiene un valor de $750. Para mantener su cita, por favor 1) mantenga su cita con un depósito no reembolsable de $375, y 2) complete el formulario de admisión a más tardar 3 días antes de la sesión. Si no puede completar el formulario de admisión, o si está planeando con un compañero y él/ella no completa su propio formulario de admisión, tendremos que hacerlo en el FWPS. Este es un servicio adicional y puede resultar en tarifas adicionales. Tenga en cuenta que, si no se presenta a su cita y no nos ha avisado con al menos 72 horas de anticipación, la tarifa de $ 375 no es reembolsable.  Gracias.

Visit Us

Address

783 N. Clayton St., Lawrenceville, GA 30046

Opening Hours

Mon - Th

9:00 am – 5:00 pm

Saturday

By Appointment Only

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