Strategic Estate Design Session (2-meeting Package)
One 30-minute consult plus 2-hour working session designed to organize your financial life from top to bottom and assist you with designing an estate plan.
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CLICK THE "PURCHASE SESSION" BUTTON
(Click "Buy Now" and follow instructions for checkout)
SCHEDULE INITIAL CONSULTATION CALL
(Call to assess your goals and needs and get to know you-tell me YOUR story!)
(Learn about estate plans and what those mean for the assets you have and go through process of organizing financials, choosing guardians, etc. )