Peace of Mind Planning Session

We know estate planning is hard, so we try to make it easy.

To book a Peace of Mind Planning Session, choose a date and time that works for you below.

Here’s what you can expect:

A working meeting that will help get you financially organized.
Learn what would happen to you, your stuff, and your family if something were to happen to you.
If you don’t like what would happen, we discuss what’s most important to you, and what you would like to change.
We'll discuss your life & legacy planning options and start designing your own plan that addresses your priorities and needs.
Learn about our process, and discuss any other questions you might have.