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Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.

The Family Wealth Planning Session is a two-hour working meeting (or two 60-minute meetings) during which we will guide you to look at everything you own (your assets), everyone you love (your family dynamics), and what will happen to all of it when something happens to you (your legacy).

Then you will tell us what matters to you most about your life and legacy, and together we will design the most effective and affordable plan for you and the people you love. 

The fee for this meeting is $750.

If you would like us to waive the Planning Session fee, all you need to do is commit to getting a little educated and completing your “Personal Resource Map” before our meeting, and submitting it at least 48 hours before your meeting so we make the best use of our time together.

If you would prefer to not submit homework ahead of time, you are welcome to pay for the Family Wealth Planning Session and we will credit the Planning Session fee to any additional work we do together after the Planning Session.

We do recommend you attend one of our free trainings prior to your Family Wealth Planning Session, and we will reward you with $1,000 toward your work with us if you do. Register for our next training session here.

Note: We require a credit card to hold your appointment slot. Nothing will be charged except in cases of last-minute cancellations or no-shows, or if you do not complete your Personal Resource Map in time as noted above.

Please complete the form below if you would rather connect by email. The staff will respond within 48 hours. Please do not send personal info, including bank accounts, usernames, passwords, or other sensitive information.