PHONE CALL
- Free 15 Minute Phone Call
CONNECT with us at a mutually convenient time.
Schedule a FREE 15 minute phone call to learn how we can best help you. We will answer your questions and discuss how we can work together to achieve your goals.
SESSIONS
- Foundation Session (the Legal Building Blocks of a Business)
Let's talk about BUSINESS PLANNING. This comprehensive educational assessment & presentation is tailored to your business. It is designed for aspiring entrepreneurs (and even established business owners). By the end of this session you ...
- Wisdom Session (Estate Planning Education & Setup)
Let's talk about ESTATE PLANNING. This complimentary 2-hour session is extremely EDUCATIONAL and eye-opening. You will help get clarity about how to protect your family and avoid conflict. Before you leave our office we will DESIGN a p ...
- Harmony Session (Existing Estate Plan Review & Checkup)
TIP: Did you know your estate plan should be review by a licensed attorney every 2 to 3 years? This complimentary 2-hour estate planning session is designed to ensure your existing estate plan is still in harmony with your values. If ...
- Child Protection Session (Name Legal Guardians)
Get your CPS Toolkit! You will discover: • how to protect your child from being taken out of your home in the event of incapacity or when you die; and • how to be sure you have selected the right legal guardian for your minor ...