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Family Wealth Planning Session

We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.


Please Note: The Family Wealth Planning Session is a working meeting, not just a consultation. We send you homework to complete before we meet, and ask that you send it back within 3 days of the meeting.  This meeting has a value of $750.   A non-refundable deposit of $375 is required to book your appointment.  I set aside a lot of time to meet with you—up to two hours— and can therefore only offer a handful of appointments each month. If you don’t show up, you’ve prevented someone else from being able to schedule their Family Wealth Planning Session. In addition, if you don’t complete your homework, it will take additional time and may result in an additional fee. 

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