OUR APPROACH

Our Approach

How We Work with You

First we take the time to get to know you. We listen and work with you using our proven Client Advisory Process, to understand your concerns, goals and objectives and tailor the best solution for you. Our Client Advisory Process guides the creation, implementation and administration of your complete legal plan of action and it drives our commitment to you. Through all your life stages we listen carefully to you and help you to achieve the goal of putting you in charge of your life and to protect your loved ones and legacy.

Let’s Tailor Your Plan So It Fits Only You.

Our Approach
Our Approach

STEP 1 – Initial Meeting & Interview – Understanding your concerns, needs goals and objectives. We listen to your concerns and objectives you wish to achieve. We assess your situation and discuss the options which may meet your need.


STEP 2 – A Plan Design Meeting – We partner with you to develop tailored recommendations that best suits your needs and achieve your objectives.


STEP 3 – Design & Draft – Attorney will draft documents based on the tailored recommendations developed.


STEP 4 – Review of Documents – Attorney will set a meeting time for review with Client. Attorney will review documents in detail with Client.


STEP 5 – Signing Meeting – Attorney and Client will determine a meeting time for the signing and notarizing of documents.


STEP 6 – Dealing with Changes – Life Planning is a process which must be updated to reflect changes. We offer free telephone consultations to our clients regarding the updating of your plan.

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