FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is structured to offer exceptional value, reflecting the dual benefit of legal and financial expertise in every plan. Packages start at a flat rate based on your unique needs, and I provide a complimentary 15-minute strategy session to discuss your goals. I aim for transparency, so you’ll know exactly what to expect without hidden fees.
- What is your typical process for working with a new customer?
I start with a free 15-minute phone or Zoom session to understand your situation and offer initial guidance.
- What education and/or training do you have that relates to your work?
I’m a licensed financial and legal professional and have extensive training in estate planning, including wills, trusts, and asset protection. This combined expertise allows me to bridge the gap between traditional, solely legal-based planning and a more comprehensive approach that also considers financial security. Additionally, we collaborate with our team of licensed attorneys for initial consultations and review final documents, ensuring they meet the highest standards.