15 Minute Initial Consultation â–¸
Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.
Family Wealth Planning Session â–¸
Choose this option if you have already scheduled an Initial Consultation, have attended an event, or are ready to proceed.
Existing Estate Plan Checkup and Review â–¸
Choose this option if you have an estate plan in place and you want us to review it.
LIFT Your Life and Business Planning Session â–¸
Choose this option if you have already scheduled an initial Consultation, have attended and event, or are ready to proceed.
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