Intro Phone Call

15 minutes

If you have questions about my services and need more information, feel free to contact me via the contact form on this site, or set up a 15-minute phone call. This is for potential clients only. Please do not schedule a call with me to offer services to me.

Estate Planning session, first meeting

2 hours @ $375.00

This is the initial estate planning meeting, and it lasts up to two hours. In this meeting, we will go over your asset and family situation and show you what things look like for your family if something happens to you with the current plan you have in place. From there, we can design a plan that meets your family's needs. Give yourself enough time to fill out a worksheet regarding assets and family.

Estate Planning session, signing meeting

1 hour

This is for clients who have met with me and designed their plan. This will be the meeting where we sign all of your estate planning documents. **I need 4 weeks' notice of this meeting.**

Estate Planning session, third meeting

1 hour

This is the final meeting in our estate planning process. You will get your Estate Planning binder to take home and if you choose to do so, you will record an audio message for your loved ones. **I need 4 weeks' notice of this meeting.**

Business Planning session, first meeting

2 hours @ $375.00

This is the initial business planning meeting, and it lasts up to two hours. In this meeting, we will go over your asset, family, and business situation and show you what things look like for you, your family, and your business if something goes wrong with your business. From there, we can design a plan that meets your needs. Give yourself enough time to fill out a worksheet regarding assets, family, and business.

Business Planning session, signing meeting

1 hour

This is for clients who have met with me and designed their plan. This will be the meeting where we sign all of your business planning documents. **I need 4 weeks' notice of this meeting.**

Business Planning session, third meeting

1 hour

This is your final meeting where you get your Business Planning binder to take home. **I need 4 weeks' notice of this meeting.**

Client review meeting

1 hour

This is for existing clients only, to schedule a complimentary 3-year plan review.

Miscellaneous client meeting

30 minutes

This is for existing clients only who need to discuss an issue via phone or in person.

Miscellaneous client meeting

1 hour

This is for existing clients only who need to discuss an issue via phone or in person.

Estate Administration first meeting

2 hours @ $375.00

This meeting is for potential clients who have a loved one who died and need a consult to discuss the probate process and other estate administration issues. Give yourself enough time to fill out a worksheet regarding assets and family.