2 hours
@
$750.00
When you schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar, so we can focus entirely on you and your family during this time. We will send you a package of in-formation to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you.