This March, we’ll set our clocks forward and gain an extra hour of daylight. It’s a reminder that time keeps moving - whether we’re ready or not. March also marks the transition from winter to spring. Just as nature awakens from dormancy, it’s the perfect moment to breathe new life into the plans you’ve been putting off.

My March Gift to You!

This month, I’m making it easier than ever to get your planning done. When you’re one of the first five people to schedule a Life and Legacy Planning Session in March, you’ll receive a $100 gift card to a local garden center to help plant something beautiful this spring. Plus, I’ll waive the regular $750 Planning Session Fee*.

That’s a total gift of $850, but it is worth much more to your loved ones.

When you book your Life & Legacy Planning Session, you will:

• Choose the right guardians for your minor kids & avoid making the 6 common mistakes
  most parents (and lawyers) make when naming guardians

• If you don’t have minors at home, you’ll learn how to prep your adult children to be ready
  to receive their inheritance and support your end-of-life choices.

• Get your financial house in order and keep it that way so none of your assets are lost to
  the government, unnecessary taxes, court, or conflict.

• Learn the secret to protecting your assets from lawsuits & divorce.

• Understand the real costs and benefits of planning so you know if you need an estate
  plan or not.

Taking this step now means you won't leave your family scrambling to figure
out what to do when it matters most

The appointment is FREE & there is no obligation & no pressure.

Book a session and learn firsthand how creating a plan for everything you have and those you care about most is the ultimate gift of love.

*Terms and conditions apply. Information packet must be completed before the session.