A free 45-minute video call to see where your plans for your family stand and what’s missing. We listen first. You decide what happens next.
Free. It helps to come with a sense of your numbers. Bring someone you trust if you’d like.
THE PROBLEM
You may already have documents. We’ll check that nothing we discuss conflicts with them.
Free. Nothing to prepare. Bring your spouse or a family member if you’d like.
Beneficiary designations can override a will.
Retirement accounts and insurance generally go to whoever is named on the form.
Your home may have its own rules.
A co-op, an HOA ownership, or jointly owned property can change what happens after you’re gone.
Old documents may not match your life.
Moving, a marriage, or a new grandchild can leave a plan out of date.
Family situations differ.
How you leave something matters as much as how much you leave.
Without direction, part of it may go to taxes by default.
Planning lets you choose where it goes.
WHAT WE LOOK AT
You tell us what you want and why. We bring the knowledge to show how it stacks up.
01 /
Who is named on each account and policy.
02 /
What happens to your home and how it fits the rest of the plan.
03 /
What you want for your family and for any causes you care about.
04 /
How your living plan and legacy plan fit together, so that your family, charity, and government shares are chosen by you.
Your legacy map
Family
Charity
Government
Beneficiaries named
Documents current
Home addressed
Family
Charity
Government
Example layout only. Your report uses your numbers.
HOW IT WORKS
01 /
Financial awareness
This is the call you book. We learn your situation, you learn how we work, and we gather what we need. You don’t have to fill out a form first.
02 /
Financial organization
About a week later, we show you what we see: where your accounts sit, where the gaps are, and what your options are. You get a written report to take home.
03 /
Financial collaboration
Laws, taxes, and life change. We review the plan with you over time, so that each decision today stays a good one.
The first stretch typically takes three to four weeks, and it moves faster when your information comes in on time. You decide at every step. Nothing happens until you’re comfortable with it.
HOW WE GET PAID
The call, the analysis, and the report cost you nothing. If you later decide to work with us, there are three ways we’re paid.
It’s yours to keep.
If we give you the report and you decide to go elsewhere, that’s your choice. The plan is yours either way.
01 /
Referrals.
We want you to be happy enough with our work to tell people about us. That’s why we explain everything and answer every question.
02 /
Commissions.
If we show you a change that makes sense, you agree, and you use a company we have a relationship with, that company pays us. You don’t write us a check for it.
03 /
A management fee, only if you hire us to manage investments.
You pay it directly as a percentage of the assets we manage. We’ll put it in writing before anything starts.
QUESTIONS
Don’t see yours? Text or call (404) 244 6675.
Does it cost anything to book?
Will you try to sell me something on the first call?
Do I have to fill out a form first?
What should I have ready?
Can I bring my spouse, my CPA, or another advisor?
I already have an advisor. Is this still worth it?
Can you move my money or log into my accounts?
How long is the call, and where is it?
How will you confirm my appointment?
Do you write wills and trusts?
I already have a will or trust. Is this still useful?
A free 45-minute video call with us. Nothing to prepare. No pressure.
Prefer to talk first? Text or call (404) 244 6675. Bring someone you trust if you’d like.