What We Do For You

What You Get:

• Annual Comprehensive Assessment

We'll sit down together each year to review your complete financial situation, identify gaps, and create a protection strategy that grows with your family.

• Life Insurance Analysis & Implementation

I'll personally analyze your coverage needs and implement the right policies - whether that's term life for income protection or permanent coverage for long term planning.

• Specialist Connection When Needed

When you need an estate attorney for will preparation or a CPA for tax planning, I'll connect you with a vetted specialist from our network and ensure the work gets done.

• Quarterly Check-Ins

Four 15-minute calls throughout the year to answer questions, address changes in your situation, and keep your plan on track.

​

​Who This Is For:

• Young professionals (ages 28-45) starting their legacy planning journey

• Families with young children who need foundational protection

• Small business owners in early growth stages

• Household income: $75,000-$150,000

 

​​

What You Get:

Complete Legacy Plan Development.
I orchestrate your entire planning team - coordinating your estate attorney, CPA, investment advisor, and insurance specialist to build one unified strategy instead of disconnected pieces.

Full Insurance Portfolio Review
Comprehensive analysis covering life insurance, disability insurance, long-term care, and umbrella liability. We'll identify gaps and implement complete protection.

Access to 2-3 Specialists as Your Situation Requires

• Estate attorney for wills, trusts, and advanced planning documents

• CPA for tax optimization and planning strategies

• Investment advisor for portfolio review and coordination

Monthly Coordination Calls
30-minute touchpoint calls to discuss progress, address questions, and proactively identify planning opportunities before they become problems.

Annual Team Review
Once a year, we bring all your specialists together (virtually or in-person) to ensure everyone's working from the same playbook and your plan stays integrated.

​

Who This Is For:

• Established professionals (ages 35-60) with accumulated assets

• Business owners with 5-20 employees

• Dual-income families with complex situations

• Household income: $150,000-$400,000

​

​​​

What You Get:

Dedicated Specialist Team, Fully Coordinated
You get a complete team working in concert:

• Estate planning attorney (trust creation, tax mitigation, asset protection)

• CPA (sophisticated tax strategies, entity structuring)

• Investment advisor (portfolio management aligned with estate plan)

• Business attorney (succession planning, buy-sell agreements)

• Trust officer (trust administration and oversight)

• Commercial banker (business financing, cash management)

I serve as your single point of contact, managing all relationships and ensuring seamless coordination.

Sophisticated Insurance Portfolio Management
Advanced strategies including permanent life insurance for estate tax mitigation, business continuation planning, asset protection structures, and executive benefits.

Monthly Strategy Sessions
45-60 minute deep-dive meetings with prepared agendas covering portfolio performance, tax planning opportunities, estate plan updates, business planning, and proactive strategy development.

Quarterly Comprehensive Reviews
Full team reviews with relevant specialists participating to assess progress, adjust strategies, and capitalize on new opportunities.

Priority Access & Expedited Service
When you need something, it happens immediately. Your calls and emails get priority response, and your specialist team knows you're a premium client.

​

Who This Is For:

• High-net-worth individuals ($2M+ investable assets)

• Multi-business owners requiring sophisticated strategies

• Complex family situations (multiple generations, special needs, blended families)

• Household income: $400,000+

 

​