• FREE 15-minute Call

      Have a question or unsure how to get started? We are here to help! Book your complimentary call with Lisa online.

    • 2-hour Legacy Planning session

      Schedule your Legacy Planning Session and complete the pre-session homework so that you come in prepared to be educated, informed and make empowered decisions for the people you love. Fee of $750 is waived if pre-session homework is fil ...

    • 30-minute Call for Existing Clients

    • 60-minute Call for Existing Clients