You love your family. You want to ensure things are as easy as possible for them, if and when something happens to you.
You show your love through acts of service. You want to pass on what you have worked so hard for your entire life and do it in a way that feels good and full of eas.
Your wealth isn't measured just by the dollars in the bank, but by the well-being of the people you love.
You may be single, married, have children or not - just starting out or looking back on a life well-lived. The one common denominator is that you truly and deeply care about the people in your life and you want to make things as easy as possible for them, if and when something happens to you. We will empower you to craft a plan that achieves your goals for your loved ones today and for years to come.
Our process begins with a Family Wealth Planning Session. Before the Session, you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we'll determine a plan together to make sure everything goes the way you want it to so you are always in control and so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that enable you to decide on your fee and the level of service that is right for you and your family.
How We Work