Living a wonderful life and leaving a legacy to be proud of takes careful planning. Far too often failing to plan results in a plan to fail.
Here's how we are different:
Typical estate planning plans for your death and dying. Our approach is to plan for your living and legacy. Our #1 goal is have you live your best life and leave a legacy for those who mean the most to you.
Our practice includes:
We are committed to:
Value based billing: Our Choice Billing program lets you choose the spend based what makes sense for you.
Confidentiality: All client information is held in the strictest of confidence. Confidentiality begins with our initial consultation and continues indefinitely.
Communication: We pride ourselves on open and ongoing communication. All client calls and emails are answered within one business day.
Transparency: Clients are welcome and encouraged to review their case file via our client portal as often as they choose.