I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love.
I cherish the opportunity to help you secure what you love. I look forward to learning your story, hearing what matters to you, and helping you to discover what’s actually needed to keep your loved one’s out of court and out of conflict when something happens to you (or them).
We specialize in business planning and estate planning to achieve your goals.
- Ready to Start Proactively Planning?
If you’re ready to get going please schedule a 15-minute free consultation.
- Ready to Start Protecting the People You Love?
If you’re ready to jump right in to ensure the people you love are protected, please schedule a Life & Legacy Planning Session.
- Ready to Start Protecting Your Property?
If you’re a business owner and want to ensure your property is protected, schedule a LIFT Your Life and Business Planning Session.
That’s fine, it’s normal to be a little uneasy about estate planning or business planning. Many of our happiest clients started just where you are right now.
When our happy clients read the best-selling book on estate planning for families, Wear Clean Underwear (I know, it’s a funny name, right?) they felt more at ease, educated and informed. I would love to send you a copy of this book for free, as my gift to you for considering working with me.
Simply click here and enter your name and email address and I’ll send you Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Planning for Busy Families.
It’s called Wear Clean Underwear because your mom always told you to wear clean underwear in case you were in an accident, but once you are a parent, there are important legal planning steps you need to take as well. By the way, the book gets 4.4 stars on Amazon.