2 hours
For New Clients -- Whether you have an old plan in need of an update, or have never tackled this issue before, use this button to schedule a time to sit down and discuss your unique situation. Be it tax planning, multi-state issues, or delicate family dynamics, this is an opportunity to understand where things stand and get a firm quote for planning.
(For married couples, both parties must be present)
** Limited in person appointments available. Phone / Zoom available **