1. Select the “Buy this Service” button below and you will make your secure payment via PayPal.
2. You will be directed to an online scheduling page where you may book your initial appointment immediately.
3. We will contact you before our initial meeting, within 2 business days, to discuss your situation briefly and supply you with the information that you will need to collect and bring with you.
4. 1st Appointment: Entails getting to know your Lead Financial Advisor, collecting all financial information, and understanding your goals so we can begin to build your draft plan.
5. Our partner Law Firm will contact you to set up your appointment with them (if necessary).
6. 2nd Appointment: We will present your draft plan, discuss alternatives, and gather the required information and feedback to complete your final plan.
7. 3rd Appointment: We will deliver your final plan, help you to understand the intricacies, and discuss how you may implement your plan.