Join us to review and discuss your estate planning needs, including wills, trusts, power of attorney, health care directives, and other essential documents. This meeting will help ensure your assets are protected and distributed according to your wishes.

This is a 15-30 Minute meeting to handle any updates/ outstanding paperwork needs etc. on your account.

This 90-minute meeting is a relaxed, no-pressure conversation where we'll get to know each other. I'll ask questions about your financial goals, you can ask any questions you have, and together we'll see if working together is a good fit. This introductory meeting is complimentary. If we're a good fit, the next step is building your financial plan — a required part of working with us, with a $2,000 planning fee. This includes quarterly reviews for your first year. If you choose to continue

This 45-minute meeting is a chance to check in, review your financial plan, and make any needed adjustments based on recent changes in your life or goals. We’ll talk through updates, answer any questions, and ensure your plan stays on track. After booking, you’ll receive a confirmation email with parking info and a quick list of documents to review beforehand.