Meetings with Clients
We enjoy meeting with our clients to get to know them and to learn about their situations and solutons we may help them with. The meetings are generally held in our offices, but on occasion we may meet at a client's financial advisor's office. On some occasions, if the client is physically unable to travel to our office, we may arrange to meet with the client in the client's home.
For Estate Planning, we will typically have from one to three meetings with the client before the documents are prepared and signed. There may be additional meetings afterward, depending on what is to be done.
Click here to find out about our initial meetings.
Click here to find out about our design meetings.
Click here to find out about our meetings to have the documents signed.