Schedule Our First Meeting

Start the Process Today

Here's what the next few weeks could entail:

We connect,
with intention.

First up: let's chat! Schedule your:

Orientation Intake Call

After intake, at your option you can schedule a process called:

Envision Your Legacy

This interactive and reflective process reframes the inevitability of death as a motivator, to clarify goals, set a plan for action, and brighten perspectives on this life's end. The goal is to empower you to live intentionally everyday, with legacy in mind.

With or without the Envision Your Legacy session, we will schedule a meeting called:

Steward Your Inheritance

We will curate the right estate design suited to achieve your intentions and meet your budget. We will review costs, and payment in full will be made during this meeting as well as the signatures added to an official engagement letter.

So, now you know more about what you can expect, schedule our orientation call by clicking here!

I look forward to speaking with you.

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