Initial Consultation

At our initial meeting, we will learn about your family and your specific needs. We understand every family and situation is unique which is why we take time to get to know you.  We understand that this is a true team effort and we want to become part of your team of experts.

Some sample questions may include:

*Who depends on you today?
*What keeps you up at night?
*What plans do you have in place? Is it flexible? Does it need to be updated?
*Where do you go for resources and understanding?
*Have you started the Guardianship process?
*Who is your Special Needs attorney?


A few documents you may be asked to prepare:
  1. Life Insurance Policies
  2. Wills and Trust Documents
  3. Recent Financial Statements
  4. Employee Benefits explanation or statements
  5. Recent Tax filing paperwork
Schedule Your Meeting today

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