Let me do the work for you…
I focus on making the process of creating an estate plan easy, helping you cross this item off of your To Do list. I will talk with you to learn your goals, walk you through various options, and make recommendations for the best fit for you.
Have you thought about needing a will, but don’t know where to start? Do you wonder if your financial planning accomplishes your goals if you were to suddenly pass away? Are you worried that it will be too costly or a hassle to create a will? What is a Trust anyway? Contact me to learn the answers to these questions and more!
I like to make this process work for your style – if you are comfortable communicating by phone and email, that works for me. If you would like to meet in person before we begin, I offer a free consultation so we can get to know one another.
I will also be your resource in the future, I am here to answer questions when you have changes in your life or finances.
I enjoy bringing my clients a sense of satisfaction through knowing that their loved ones will be taken care of if something happens to them – contact me if you would like to know more!