BOOK AN APPOINTMENT

Congratulations!  I’m assuming you made it to this page because you want to talk to us about how you can best protect your family and/or business.

Please follow the instructions to schedule time with me – it’s fast and easy. If you can’t find a date/time to meet your needs, please call us at 972-292-7675 for additional availability.

Estate Planning

15 Minute Call

Duration: 15 min

Book a 15 minute phone call with one of our team members to answer your questions regarding a Family Wealth Planning or Existing Estate Plan Review & Check Up Session.

Meeting Type: Phone Call

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Family Wealth Planning Session

Duration: 90 min

(Estate Planning/Asset Protection) During your Family Wealth Planning Session, we will identify the best ways for you to ensure your legacy of love and financial security for your family.

Meeting Type: In-office OR online video conference

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Existing Estate Plan Review & Checkup

Duration: 90 min

(Estate Planning/Asset Protection) During your Estate Plan Review & Check Up Session, we will identify the best ways for you to ensure your legacy of love and financial security for your family.

Meeting Type: In-office OR online video conference

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Business Planning

LIFT Your Life & Business Session

Duration: 90 min

The LIFT Your Life & Business Session is designed to help understand where your business is now, where it is going in the future, and what the gaps are that could keep you from getting there. For new businesses, we’ll help you create a business from the start so your time, energy and money are positioned correctly and then proactively manage your business legal affairs for the growth of your business in years to come.  For existing businesses, we will walk you through our audit process and help you create a plan to fill the gaps in your business so your time, energy and money stop leaking out… and then together, we’ll proactively manage your business legal affairs for the growth of your business.

Meeting Type: In-office OR online video conference

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Tax & Wealth Management

15 Minute Call – Tax & Wealth

Duration: 15 min

Book a 15 minute phone call with one of our team members to answer your questions regarding our Tax Blueprint, Fractional Family Office or Wealth services.

Meeting Type: Phone Call

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Introductory Financial Strategy Session

Duration: 1 Hour

The primary purpose of the Financial Strategy Session is to discuss your financial goals and concerns, and determine if a mutual fit exists between us.

Meeting Type:In-office OR online video conference

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