Call our firm at (650) 761-0992 to schedule your Family Wealth Planning Session™. Our Client Services Director will schedule the most convenient appointment time available for you. We have evening appointments available to make planning as convenient for you as possible.
Prior to this Family Wealth Planning Session™, you'll receive an email with your Family Wealth Worksheet, which we require you to complete and return to our office one week after receipt. Please also send any existing planning document to us at least a week before your meeting so we will have time to review them.
On the day of your meeting, please expect to spend two hours. Your initial meeting has two purposes:
We'll discuss what you want to happen in all areas in the event of your death and begin to design the plan to give you peace of mind, knowing your family will be taken care of in the ways you want.
The strategies that are appropriate for protecting your assets are different for every family. Check out our proven process that gives you peace of mind...