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3-Step Meeting Process


Family Wealth Planning Session

About 4 Weeks

Signing Meeting

About 4 Weeks

Final Meeting

Get Acquainted
Review Where Things Stand for You Now
Identify Areas of Concern
My Recommendations to You

Design Meeting

Receive Confirmation of Important and Missing Information
Recieve Family Wealth Inventory Spreadsheet

Review Your Plan and Plan Documents
Answer Your Questions
Sign Your Plan Documents
Review Your Funding Toolkit (Trusts plans only)

Scan All Documents
Original Will, Guardianship and Back up in Google Drive

Deliver Your Binder with Originals
Review Your Protect The Child Plan
Review Letters to Your Plan Fiduciaries
Check on Status of Your Funding
Conduct Your Legacy Interview

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