What the Process Looks Like
Working Together to Achieve Your Goals
Step 1: Sign Up for a Workshop
Choose a date to attend a free workshop where you will get the "rest of the story" and figure out if there are some tools you want and need in your plan. If you cannot attend, contact me.
Step 3: Design Meeting
After evaluating your goals and determining which option is best for your family, we will discuss the specific details you want in your plan.
Step 5: Funding Your Plan Meeting
During the Design Meeting, we will also discuss what changes, if any, are needed for your account stylings, titles, and beneficiary selections. Your plan is not complete and effective until this step is completed.
Step 2: Schedule a Vision or Initial Meeting
After reviewing your intro questionnaire, we will meet, to get to know each other, clarify your goals and what you want, and to discuss several options to create a plan to take care of your family.
Step 4: Create Documents & Signing Conference
After creating the documents to achieve your goals & your plan design, we will get your documents signed, witnessed, sworn, and notarized.
Step 6: Miscellaneous Steps
Sometimes your goals and plan need additional or other steps. We will make any needed adjustments to ensure that your goals and plan become effective to take care of your family.
Our process was designed with you in mind. Register for a workshop today.
Let's build a plan that protects your family and your future.
I can help with...
wills | trusts | long term nursing care | appointment of guardians for children |
financial & medical powers of attorney | advanced directives | instructions for funerals | review of your current plan to see if any changes are needed