Estate Planning
Protect what matters most for you and the people you love.
The details of estate planning can be easy to avoid, but they’re also important for establishing your legacy and providing the easiest road possible for those who survive you. We help you build a plan that makes the distribution of your estate as seamless as possible, while accomplishing your wishes.
A Holistic Approach to Securing Your Legacy
Estate planning goes far beyond legal documents – it’s about protecting your loved ones, honoring your wishes, and making the most of what you’ve built.
The Legal Documents – We will hold you accountable to work with an attorney to draft wills, duties, powers, and trusts (if needed). We work closely with estate attorneys to ensure your documents align with your financial plan.
Efficiency – Although “all roads lead to Rome,” we help you build an estate plan that prioritizes efficiency, cutting out needless documents that might cause confusion or unnecessary expenses.
Regular Reviews and Updates – As time passes, we will review your estate plan and check for needed updates or amendments.
Our goal is to give you the peace of mind that comes from knowing you have the right plan in place – one that protects your loved ones, honors your wishes, and makes the most of what you’ve built.
How We Work Together
We start with a 45-minute conversation to understand your goals, challenges, and what matters most to you. This is where we see if we’re the right fit for each other.
Free Discovery Call
If we move forward, you’ll securely share key documents so we can get a full picture of your financial life. We use this information to create a clear, personalized plan.
Get the Full Picture
We present a concise plan that addresses your priorities, outlines actionable steps, and highlights how we can improve your financial outcomes.
Personalized Plan
If you decide to work with us, we guide you through account setup, implementation, and ongoing support, so you can move forward with confidence.
Confident Next Steps
Ready for a strategy built for your future?
Your financial clarity starts with a simple conversation. Book a complimentary call to get to know our team, share your goals, and see if we’re the right fit for your journey.