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Choose this option if you need quick guidance on whether a more in-depth meeting is right for you.

We will go over exactly what would happen to you and your family today if something happened to you, and then you will know exactly how to plan around anything that does not sit well about the default plan for your family and your assets. You will submit your family details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized estate plan.

Note: We require a credit card to hold your appointment slot. Only $1 will be charged except in cases of last-minute cancellations (less than 72 hour notice) or no-shows. There is a $250 charge for no-shows or cancellations less than 72 hour notice. 

We will go over exactly what would happen to you and your business today if something happened to you, and then you will know exactly what steps to take in order to give your business the right LIFT foundation it needs to keep running without you, if anything happens. You will submit important business details in advance so that we can hit the ground running at this meeting to answer all of your questions and begin designing your personalized LIFT Your Business plan.

Note: We require a credit card to hold your appointment slot. Only $1 will be charged except in cases of last-minute cancellations (less than 72 hour notice) or no-shows. There is a $250 charge for no-shows or cancellations less than 72 hour notice. 

If you prefer to send us a quick message, please complete the form below and we will respond within 48 hours. Do not include any personal information such as social security numbers, banking numbers, or other private info.