PROCESS
I understand that deciding to move forward with your estate planning is a big step. If you are like most people, it has probably been on your to do list for quite some time, but it is just something you would rather not think about. There are always more interesting things to spend money on, and you have no idea how to get started. My approach looks to cater to people with varying needs. Whether you are a high net-worth individual hoping to save on estate taxes, a young family looking to make sure everything is in order for your children, or a Senior needing to protect your assets from the costs of Long-Term care, I would love to meet with you to discuss your needs.
My process is:
Customized
I do not take a one size fits all approach. I will review your specific situation and goals and make suggestions based on YOU. Families and finances are two of the most complicated things we all deal with. Let me help you find a plan that works for your specific situation.
Convenient
We are all busy and I understand your time is valuable. With the ability to meet via video, in my office, at a coffee shop, or even at your home, I try to offer flexibility to work around your schedule or limitations. I never want someone’s schedule or inability to travel to prevent them from getting the help they need.
Compassionate
Unfortunately, like many people, I have been deeply affected by loss and complicated family dynamics. I recognize the conversations that I have with my clients can be emotional and involve facing fears, sharing relationships and talking about things that may be uncomfortable. I am not here to judge, and you are not just another client. I want to hear your story, listen to your concerns and see how I can best help you.