Our process
Five meetings. Nothing hidden.
Every client follows the same five meetings, in the same order. You'll always know what happens next and why.
- 1
Kids' Protection Planning Session
We talk about your kids first, not your assets.
Two hours. No documents yet. We ask who raises your children if something happens to you, and how you want them cared for in the meantime.
- 2
Family Wealth Planning Session
We map what you own and what you want to happen to it.
We walk through your house, accounts, business, and anything else you hold, and talk through what you want each thing to do for your family.
- 3
Design Meeting
We show you the plan before you sign anything.
You see the actual structure of your plan in plain language, so nothing at the signing table is a surprise.
- 4
Signing Ceremony
We sign the documents together, in person.
Every document gets explained again as you sign it. You leave knowing exactly what you signed and why.
- 5
Final Meeting
We fund your trust and record your Legacy Interview.
We finish titling your assets into your plan so it actually works, and we sit down with a camera and talk about your family's history, values, and story, so your kids have more than paperwork.
Flat fee
You know the cost before we start.
We quote a flat fee at the Family Wealth Planning Session, before any documents are drafted. No hourly surprises between the first meeting and the last.