I will call and we will have a 20 minute discovery call where we discuss your business, your goals, and how we can assist you. Single projects, memberships, and subscriptions are discussed.

This session is for estate planning clients. Here is what we do:
1. We sit down and discuss your assets and your vision.
2. We discuss your family and potential concerns.
3. We answer as many questions as we can
4. We walk you through the process from start to finish describing the different options you have available
5. Help you decide what path is right for you.

You will leave with a solid understanding and a clear path ahead.

Same as above, face to face meeting but without the aggravation of traffic and driving.
We will meet via Zoom video conferencing.
You will need a smart phone or tablet with at least 3G cell service, or a webcam with decent internet.
Should that not work, no worries, we can discuss by phone.

This session is for business clients. Here is what we do:
1. We sit down and discuss your vision and business ideas.
2. We discuss the different business entities along with their pros and cons.
3. We answer as many questions as we can
4. We walk you through the process from start to finish describing the different options you have available
5. Help you decide what path is right for you.

You will leave with a solid understanding and a clear path ahead.

Same as above, face to face meeting but without the aggravation of traffic and driving.

We will meet via Zoom video conferencing.

You will need a smart phone or tablet with at least 3G cell service, or a webcam with decent internet.
Should that not work, no worries, we can discuss by phone.

This session is for business clients. Here is what we do:
1. We sit down and discuss the situation and the assets.
2. We walk you through the process from start to finish describing the different options you have available
3. We answer as many questions as we can
4. Help you decide what path is right for you and what your next steps should be

You will leave with a solid understanding and a clear path ahead.

Same as above, face to face meeting but without the aggravation of traffic and driving.
We will meet via Zoom video conferencing.
You will need a smart phone or tablet with at least 3G cell service, or a webcam with decent internet.
Should that not work, no worries, we can discuss by phone.

This session is for estate planning clients. Here is what we do:
1. We sit down and discuss the assets and goals along with urgent care needs.
2. We discuss your family and potential concerns.
3. We answer as many questions as we can
4. We walk you through the process from start to finish describing the different options you have available
5. Help you decide what path is right for you.

You will leave with a solid understanding and a clear path ahead.

Same as above, face to face meeting but without the aggravation of traffic and driving.
We will meet via Zoom video conferencing.
You will need a smart phone or tablet with at least 3G cell service, or a webcam with decent internet.
Should that not work, no worries, we can discuss by phone.

This session is for estate planning clients. Here is what we do:
1. We sit down and discuss your assets and your vision.
2. We discuss your family and potential concerns.
3. We answer as many questions as we can
4. We walk you through the process from start to finish describing the different options you have available
5. Help you decide what path is right for you.

You will leave with a solid understanding and a clear path ahead.

Same results as an in person strategy session. My least favorite option, but a favorite for many on the go clients.

Same results as an in person strategy session. My least favorite option, but a favorite for many on the go clients.

Same results as an in person strategy session. My least favorite option, but a favorite for many on the go clients.