If you currently do not have an estate plan in place and are interested in exploring the creation of a comprehensive plan that will work when you and your loved ones need it to, then the first step is a Life and Legacy Planning Session.
A Life and Legacy Planning Session is a 2-hour working meeting during which I get to know you, your goals for yourself and your loved ones, what your family situation is, and what your priorities are. You are unique. Your estate plan should be also. This is not a one-size-fits-all approach to estate planning.
During our meeting together we look at what would happen to you, your assets and your loved ones if anything were to happen to you now. (I know we never expect things to happen to us, but we all know of people to whom things have happened, so let's take a look.)
If the things that would happen under your current plan (or California's plan) are okay with you, great! You can rest assured in the knowledge that you and your loved ones are in good shape.
If there is anything that would happen that you do not like, I can make recommendations for achieving the outcomes you would like. You are empowered to make the best decisions for yourself and your loved ones.
Also, there is absolutely no obligation to hire me to prepare your estate plan. If you do not choose to work with me, no problem. Seriously. I consider it my privilege to educate, inform, and empower you to make the best decisions for yourself and the people you love. If I accomplish that during our meeting, then I feel I have done my job.
By the way, if you don't already have an estate plan in place, well… you actually do. The State of California has a default plan for you in the event of your death or incapacity.
Unfortunately, the State's plan is not always the best and rarely aligns with your wishes; nor does it take into consideration your spiritual and intellectual assets, which are often as valuable, if not more so than your financial assets.
So if you are ready to get started, you can book your Life and Legacy Planning Session here. If you have any questions and want to make sure that this is the right next step for you, you can book a phone consultation with me here.
You will need to prepare in order to get the most benefit from your Life and Legacy Planning Session. After you have scheduled your appointment, I will send you everything you need in order to get ready for our meeting. Your pre-session homework must be returned to me at least three business days in advance of our meeting.
This will be the start of your commitment to yourself and to your loved ones. The pre-session homework will help you get more financially organized than ever before. Some people feel overwhelmed by the homework; it is extensive, but I guarantee it is doable and it is worth it. Procrastination is the biggest threat we have to taking care of ourselves and our loved ones.
Preparing beforehand helps to ensure that you will leave your session with the total confidence of knowing you have made informed, educated and empowered decisions for yourself and the people you love. The simple act of completing your pre-session homework will also give you the confidence that none of your hard-earned assets will be lost when something happens to you.
If you have any questions at all about the homework, you are free to schedule a call with me.
Be sure to select an appointment time for your Life and Legacy Planning Session that is at least two weeks in the future.This will give you enough time to complete and return your pre-session homework to me at least three business days before your session. I will need your homework in order to best prepare for our meeting and to maximize our time together.
Schedule a time when you know you have a full two hours available, and if you are planning with a spouse or partner, plan to have him or her at our meeting as well.
Please schedule an appointment time you are certain you can keep. I have a limited number of Life and Legacy Planning Sessions available each month and I am blocking off a full two hours for your appointment to the exclusion of others who may want to schedule with me.
The fee for a two-hour Life and Legacy Planning Session is $ 750. However, if you complete your pre-session homework and return it to me three business days before your session, and show up for your session with your spouse or partner, if applicable, I will completely waive this fee.
If you would like to have the fee waived, enter "HOMEWORK WAIVER" in the Coupon Code box on the scheduling page.
In order to secure your commitment to doing your homework and keeping your appointment you will be required to enter your credit (or debit) card information on the secure scheduling page.
Your card will not be charged if you return your pre-session homework to me three days in advance of our meeting and show up at the scheduled appointment time you select, along with your spouse or partner, if applicable.
If for some reason you need to cancel or reschedule, please contact me at least three business days in advance of our meeting to avoid being charged.
Remember to use the coupon code "HOMEWORKWAIVER" on the scheduling page.
Click on the button below to schedule your Life and Legacy Planning Session. And please remember to schedule your session at least two weeks from today so that you have enough time to complete and return your pre-session homework to me at least three business days before our meeting.
I look forward to meeting you!