This is not a sales call. We're going to discuss your goals, confirm we can help you, and if it makes sense, we'll invite you to book a Family Prosperity Planning Session to gain full clarity on the exact plan you'll need that will actually work when your family needs it to. [myestatemeeting.com]

This is not a sales meeting. We're going to discuss your goals, confirm we can help you, and if it makes sense, we'll invite you to book a Family Prosperity Planning Session to gain full clarity on the exact plan you'll need that will work for your family when they need it to.

We'll meet at my office 7155 Corazon Dr., Dublin, OH 43216.

COVID 19 NOTICE: Per Gov. Dewine's recommendation, our firm will temporarily only have initial meetings over the phone or over teleconference/ video conference online

I am sorry for your loss, and thank you for considering us to help you through this process. This meeting is a time for me to get to know a little about you and your lost loved one and for you to get to know about me. On the date and time you select I'll call you at the number you provide and we can chat about your situation. Looking forward to talking to you.

I am sorry for your loss, and thank you for considering us to help you through this process. This meeting is a time for me to get to know a little about you and your lost loved one and for you to get to know about me. On the date and time you select I'll call you at the number you provide and we can chat about your situation. Looking forward to talking to you.
COVID 19 NOTICE: For the safety of everyone involved, our firm will temporarily only have strategy sessions over the phone or video conference.

Want to network? Let's jump on a quick "meet & greet" call :)

This is not a sales call. We're going to discuss your goals, confirm we can help you, and if it makes sense, we'll invite you to book a Family Prosperity Planning Session to gain full clarity on the exact plan you'll need that will work for your family when they need it to.

This is a 2-hour working session, in which we’re going to get you more financially organized than you’ve ever been before, review the specifics of your family situation, based on the homework you provide me ahead of time so that I am prepared to really help you build a custom-designed plan that ensures everything will be taken care of the way that you want it to be, if and when anything happens to you.

This is a 2-hour working session, in which we’re going to get you more financially organized than you’ve ever been before, review the specifics of your family situation, based on the homework you provide me ahead of time so that I am prepared to really help you build a custom-designed plan that ensures everything will be taken care of the way that you want it to be, if and when anything happens to you.