Family Wealth Planning Session Terms of Agreement

You agree to:

  • Complete the pre-session homework at least 1 day prior to your Family Wealth Planning Session.
    The homework link will be emailed to you within 24 hrs of booking this appointment.


  • Make sure your spouse and/or life partner will attend the appointment together if you are married or planning with your life partner.

  • Give our office at least 7 days' notice if for any reason you need to reschedule or cancel your appointment. 

  • Have your information added to our system in order to send you information related to your appointment, estate plan, and be added to our updates and marketing email list.

  • Keep all of the commitments listed above. This session is normally $750. However, by completing the homework we will send in advance, we are waiving this fee. However, if you fail to keep any of the commitments above, you understand that the planning session fee is $750 and you will need to make the payment at the beginning of your appointment.