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 wealth, 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 870-275-4304 or 972-292-7675 for additional availability.
Family Wealth Planning Session
Duration: 90 min
(Estate & Wealth 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 and/or family business. This includes appropriate legal, tax and financial strategies.
Meeting Type: In-office OR online video conference
Fee: $250.00 if Online Questionnaire/Assessment is completed (Normally $750.00).
Fee will be applied towards future services if you decide to work with us.
Our Personal Guarantee: At the end of the Family Wealth Planning Session, if you feel that the time together was not valuable, not only will we refund your $250.00, but we will also make a $100.00 donation to a local charity in your name!
15 Minute Free 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 Session or any other questions you might have regarding our Integrated Financial, Legal & Life Planning Services.
Meeting Type: Phone Call
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
Fee: $250.00 if Online Questionnaire/Assessment is completed (Normally $750.00).
Fee will be applied towards future services if you decide to work with us.
Our Personal Guarantee: At the end of the LIFT Planning Session, if you feel that the time together was not valuable, not only will we refund your $250.00, but we will also make a $100.00 donation to a local charity in your name!