seasonal decorations with text, "Be Responsible. Be Kind. Give your family Peace of Mind"In the spirit of Thanksgiving, I am offering a limited number of “pay-what-you-can” plans: one for each remaining week of 2019. Consider giving this as your gift to your family this holiday season! It’s responsible and kind to put the ideas and plans you have in your mind into legal documents. Give your family (and yourself!) the peace of mind of knowing that your plans will work the way you want them to!

I’m interested. What do I need to know?

The process starts with scheduling a Family Wealth Planning Session and doing some “homework”.

Don’t be put off by “Family Wealth”: I believe your whole family wealth is more than your assets – it includes your family history, values, traditions, etc. At the planning session, we will go over your goals and objectives, discuss different kinds of plans and determine a fee that fits your circumstances.

The “homework” is information about you, your family and your goals for planning which helps me to advise you properly.

There are two ways to get started:

1. Schedule Family Wealth Planning Session first

You can schedule your Family Wealth Planning Session on my online scheduler. Click on Family Wealth Planning Session from the three options. On the next page, you’ll need to secure your appointment time with a credit card. As noted on the page, you can have the planning session fee waived – just read through and enter the coupon code that is provided.

Once you enter your credit card information and click “place your order,” my calendar will open and you will be able to select an appointment time. After you select your appointment time, you will get an email with a link to fill out the homework. See below for more details on that.

2. Do the Homework first

To get started, go to: This is my secure portal through Yourefolio and Interactive Legal. Click “sign up” and enter your information.










Then, You will see a confirmation and will get an email. Click the link in the email, enter your sign in information and start the interactive Estate Planning Module.

I will email you a link to schedule your Family Wealth Planning Session.

I look forward to hearing from you!