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

Book Now

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

Book Now

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

Book Now

Business Planning

LIFT Start Up Session (New Business)

Duration: 90 min

The LIFT Start Up Session is designed to help us understsand where your new business is going in the future and what the gaps are that could keep you from getting there. If you qualify, 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.

Meeting Type: In-office OR online video conference

Book Now

LIFT Foundation Audit (Existing Business)

Duration: 90 min

The LIFT Foundation Audit is designed to help us understand where your business is now, where it’s going in the future and what the gaps are that could keep you from getting there. If you qualify, we’ll take you through the audit process, create a plan to fill the gaps in your business so your time, energy and money stop leaking out and then proactively amange your business legal affairs for the growth of your business.

Meeting Type: In-office OR online video conference

Book Now

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 Blueprint services.

Meeting Type: Phone Call

Book Now