Please Read First!
When you schedule your Family Prosperity Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time (as well as to allow plenty of time to answer your questions). We will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. And then, we’ll look at what you want to happen and help you actualize that as easily as possible. Whether you decide to plan with us or not, you will leave the session more financially organized and clear than you ever have been before.
Our Family Prosperity Planning Session is $750.00. However, each month we make a limited number of our Family Prosperity Planning Sessions available on a complimentary basis with qualifications.
To receive a complimentary Family prosperity Planning Session you must:
- Secure your appointment with a credit card. Nothing will be charged on your credit card unless you choose not to keep your appointment and give us less than 48 hours notice of cancellation. In that case, you’d be charged $50.
- Complete your pre-meeting paperwork. Shortly after scheduling your appointment, you will receive an email with a link to your Family Wealth Inventory & Assessment worksheet. You will complete and submit your Family Wealth Inventory and Assessment entirely online. We will need your Family Wealth Inventory & Assessment in hand at least 3 days before your scheduled appointment. Additionally, within about 3 days of scheduling your appointment you will receive a Priority Mailer with tools to further assist you in this estate planning process.
- If you are married, both you and your partner need to be in attendance.
Our booking system will allow you to schedule 10 days or more from today, to allow time for the necessary pre-meeting paperwork.
Not yet ready to schedule your Family Prosperity Planning Session? Still have questions? No problem, that’s why we’re here! Schedule a Quick Chat with our attorney to decide what your next best step is.
