Visit a few of the links here and you’ll soon learn that we do things a bit differently. We have found that our clients value the trusted advisor and strategic counselor that we’ve come to be in their lives. Read the testimonials from some of our typical clients and you’ll discover that our clients rave about us and our approach.
If you want someone who helps you to make the very best personal, financial, legal and business decisions for you and your family throughout your lifetime and is there to guide your loved ones when you can’t be, then you’ve come to the right place.
I hope you’ll take the next step and meet with us. We always make time to sit down with folks who want to learn more about what we do. We’ll see you soon.
What to expect at our initial meeting.
First, we’ll review what we are trying to accomplish at this initial meeting. I’ll tell you what I plan on covering and you can tell me what additional questions or items you would like to discuss. Read more.
After that, I’ll tell you whether I think I can help you (and if I can’t, I’ll tell you that too), and what my specific recommendations are.
In my experience, feeling a level of confidence, trust and comfort is very important to my clients. Whether you’ve first been introduced to me by a client of the firm or planning partner, or have had an opportunity to hear me speak in the community, you have also had a chance to become better acquainted in this meeting. Now it’s time to decide if you are comfortable with me, and vice versa. If we both feel there is a fit, this is the moment to discuss which of our Levels of Planning would be right for you and your family and to discuss the always-scary subject of costs. The good news is, there should be no surprises, as I discuss our office’s fees openly at my seminars and with my planning partners, and have included the range of our fees with the materials sent in your initial package. (By the way, if we feel there is not a fit, we will make every effort to refer you to someone who can meet your goals and objectives.)
Assuming you have decided to work with us, we’ll now explain the what, how, when and where of your proposed plan. We’ll answer the question “What happens first, and then what happens after that?”
We’ll also explain and ask you to sign our Client Engagement Letter. This letter lays out our law firm’s obligations to you. Your only obligation is to be truthful in your disclosures to us, and to pay us the agreed-upon fee.
Once you have officially become our client, we will immediately begin the design of your plan. If we are able to complete this in this initial conference, we’ll schedule a meeting four weeks out for you to come to a “signing ceremony” at which we will review your plan, and sign and witness the appropriate documents. If your needs are a little more complicated, we may need a second meeting two weeks after this one to complete the design.
Finally, we will answer any questions you might have, schedule that next meeting, and wish you a pleasant day! I look forward to seeing you.