1-Hour Strategic Session
Your life, assets, and loved ones deserve intentional planning. In this one-on-one audit, we review your completed intake form and identify the most urgent areas that need attention. You'll leave with practical next steps and clear direction.
Includes:
- 60-minute private session (Zoom or in-person)
- Targeted review of your intake form
- Strategic advice for your unique situation
- Legacy Audit Summary PDF with recommendations