TEN POINT ACTION PLAN
- Contact us to schedule an Life & Legacy Conference (LLC).
- We will send you a preconference package to prepare you.
- Complete your Family Inventory worksheet and return to us prior to our conference.
- Attend the LLC (about 2 hours) and determine if one of our planning strategies has value to you.
- Engage our services and we will design the plan that fits your needs during the LLC.
- In about 4 weeks after the LLC we will have your plan ready for you to sign.
- After signing, we will help you implement the plan.
- You have 90 days after signing to make changes at no additional cost to you.
- We will have a Family Meeting, at your direction, with no additional cost to you.
- We review your plan with you every 3 years to make sure your plan continues to meet your needs.
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