Your time and appointment matters to us. At this 2 hour meeting we will get clear on what you have and what’s at risk; identify who you love and what needs protection; and get you more financial organization than you have had in years. Together, we are setting aside two hours, so we ask that you do a few things to make sure our meeting is a success.

Our charge for this working session is $900. If you commit to doing the following, the meeting is FREE:

• complete our intake form in advance - this will take some time;

• attend together if you are married or in a domestic partnership; and

• confirm the meeting with a credit card (nothing will be charged if you complete the intake form and attend the meeting).

If you need to reschedule, we ask that you please contact us 48 hours in advance. If you do not return the intake form at least 48 hours in advance we will contact you to reschedule.