A Clear Process That Makes
Complex Planning Simple
From initial consultation to complete implementation, here’s exactly what to expect when working with us
Begin Your JourneyYour Journey to Peace of Mind
We've designed a straightforward, five-step process to provide your family with complete protection and clarity, without the legal jargon.
Discovery & Understanding
We listen to your family's story, understand your concerns, and assess your current situation. This isn't a sales presentation - it's a comprehensive review of what protection makes sense for your specific circumstances.
What You'll Experience:
- Complete family situation assessment
- Current planning review and gap analysis
- Clear explanation of your protection options
- Honest guidance about what you actually need
Comprehensive Analysis
Behind the scenes, we conduct thorough analysis of your assets, risks, opportunities, and family dynamics. This deep dive ensures we understand every aspect of your protection needs.
What We Deliver:
- Detailed inheritance tax exposure calculation
- Asset protection vulnerability assessment
- Care fee exposure analysis
- Family protection gap identification
Strategy Presentation
A clear presentation of your customized protection strategy with all options explained in plain English. We show you exactly what we found, what we recommend, and provide transparent pricing and timelines.
You'll Receive:
- Written vulnerability analysis report
- Customized protection strategy recommendations
- Clear timeline and investment breakdown
- Alternative options and their trade-offs
Documentation & Implementation
Professional drafting of all documents with regular communication and progress updates. We handle all the complexity while keeping you informed every step of the way.
Implementation Includes:
- Professional legal document preparation
- Regular progress updates and communication
- Quality review and accuracy checking
- Complete implementation support
Review & Ongoing Partnership
A final review of all documents with detailed explanation, plus ongoing support to ensure your protection evolves as your family grows and changes.
Ongoing Support:
- Line-by-line document review and explanation
- Annual review meetings and updates
- Life change adaptation and modifications
- Continuous protection optimization
What to Expect During Your Consultation
Clear expectations for our first meeting together - no surprises, no pressure, just honest guidance
Before We Meet
We'll send you a simple preparation guide with information to gather. Most of what we need, you likely have readily available. No stress, no complicated forms.
During Our Consultation
90 minutes focused entirely on understanding your family's needs. We listen more than we talk, ask thoughtful questions, and provide clear explanations of your options.
No Pressure Approach
Our goal is education, not sales. We provide honest guidance about what you need, even if that means recommending less than what we could sell you.
After Our Meeting
Written summary of our discussion with clear next steps. Take time to consider your options - we're here when you're ready to proceed.
Complete Confidentiality
Everything discussed remains completely confidential. Your family's financial information and planning needs are treated with absolute discretion.
Timeline Discussion
Clear explanation of how long implementation takes, what's involved at each stage, and realistic expectations for completion.