First up, let's chat! Schedule your:
After this free consultation, we will schedule our first client meeting called:
Steward Your Inheritance
At this session, 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.
Don't procrastinate some of the most important planning of your life! Schedule your orientation call by clicking here!
I look forward to speaking with you.
At your option, and currently a complimentary offering, 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.
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