Choose this option if you have already scheduled an initial Consultation, have attended and event, or are ready to proceed.

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Please Note: The Lift Your Life and Business Planning Session is a working meeting in which we will go over any existing estate plan you may have and your goals and aspirations as they relate to your business. We will send you a Lift Audit that you will need to complete, as best as you can, before our meeting. This will allow us to better serve you and will bring you more awareness of your business. 

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Your appointment will need to be confirmed with a credit card. The Lift Your Life and Business Planning Session has a value of $1,200. Although we will not charge anything prior to the meeting, this guarantees that you will complete the Lift Audit to the best of your abilities, send it ahead of time, and will come prepared to our meeting.