We specialize in legacy coaching because it’s about a lot more than money and legal documents. We believe that planning is about much more than just the transfer of your financial wealth. For each client, we walk you through a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets - who you are and what’s important to you.
We help you get your legal and financial house in order by helping you make smart choices about things like buying insurance, saving for college, and planning for retirement so you never spend more than you have to or get taken advantage of by unscrupulous sales people.
All of our fees are fixed fees agreed to in advance. At our initial meeting you will choose the level of planning and fee that works best for your family, so there will never be any surprises.
We keep you informed and make sure your plan works when it is needed. We do not just prepare a set of legal documents for you and send you on your way. We make sure your assets are owned in the right way, we make sure your children’s well-being is properly planned for, and we ensure everyone you have named in your plan knows what to do if anything happens to you.
We review your plan at least every three years for all clients, and annually through our Family Wealth VIP Membership Program. We foster a lifetime, ongoing relationship with our clients. Throughout your life, things change: you change, your assets change, your family changes, and the law will definitely change. When planning with us, your plan will keep up with those changes.
We have a process for helping you make sure that your assets are titled in the right way, both now and over your lifetime, to make the planning process incredibly easy and painless for you and your family.
We have been specially trained as Legacy Coaches and Lawyer to help you plan for your life and death in a way that aligns with your values.
We ensure that if you have minor children, they are never raised by anyone you wouldn't want or taken into the care of strangers. And if your children are adults, we help you weave them into your estate plan with care and forethought that most other lawyers simply do not have the training or inclination to do.
Are you ready to protect your loved ones and legacy? Watch my Free Course now.