1. See How Our Firm Is Different
2. Learn What to Expect During your Life & Legacy Planning Session
3. Learn How to Prepare for your Life & Legacy Planning Session
4. View Our Proposed Meeting Agenda
5. View Our Life & Legacy Plans – Our thoughtful estate planning packages provide varying levels of protection, suited to your unique needs and goals
6. If you have not done so already, please complete Your Personal Resource Map – You must submit your Personal Resource Map Before Our Meeting or you will be charged $950

Prepare & Plan

“Therefore keep watch, because you do not know on what day your Lord will come. But understand this: If the owner of the house had known at what time of night the thief was coming, he would have kept watch and would not have let his house be broken into. So you also must be ready, because the Son of Man will come at an hour when you do not expect him.”

Matthew 5:42