The Strategy Session
During The Strategy Session, we will go through your questions and relevant documents, and then I will provide you with legal advice. You will leave the meeting with clarity and peace of mind, armed with much more knowledge than before, as well as a strategy for moving forward. The value of this meeting is $350 and I require that you secure your appointment with a credit card (it is not charged unless you are a no-show). If we decide to work together, I waive the fee altogether.
The 15-Minute Consult Call
The purpose of this call is to figure out if I have the expertise to help you. There is no fee, and I will call you at the time you choose.
The Life and Legal Planning Session
During your Life and Legal Planning Session, we will go through your unique family and financial situation, your goals, concerns, and questions. I will also give you a "homework" package to complete and send back to me before the meeting. I've set aside two hours for our time together. It is time well spent. You will leave the meeting with clarity, peace of mind, lots of legal advice, and more organized financially than you have ever been before.
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