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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