I will complete the pre-session homework in advance of my Family Wealth Planning Session.*

I agree

I will give your office at least three days' notice if for any reason I need to reschedule or cancel my appointment.*

I agree

I understand that by making the commitments above, your office is waiving the normal $500 planning session fee. If I fail to keep any of my commitments above, I understand that the planning session fee is $500 and I will make this payment upon arrival at your office.*

I also understand that halfway through our meeting together I will decide whether to engage your services. If I choose to engage, we will spend the second half of the appointment designing my estate plan. If we design my estate plan but then choose not to engage your services, I will be charged a $250 design fee.*

I agree