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15-Minute Consult

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


Family Wealth Planning Session

We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.

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.


LIFT Your Business Planning Session

We will go over exactly what would happen to you and your business today if something happened to you, and then you will know exactly what steps to take in order to give your business the right LIFT foundation it needs to keep running without you, if anything happens. You will submit important business details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized LIFT Your Business plan.

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.


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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. This form is for scheduling purposes. Please do not ask legal questions through this form.

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