$49 Snapshot Session
Not ready for a full overhaul? Just want to know where you stand?
In this one-hour session, we’ll talk through:
What documents you already have
What they actually do
What gaps or risks you should know about
By the end, you’ll have:
A clear, verbal snapshot of your current plan
Answers to your “Am I missing something?” questions
Next-step suggestions (no legal advice, no judgment, no pressure)
Perfect for:
Adult kids trying to help their parents
People with “something in place” but no clue what it covers
Anyone who’s overwhelmed and needs help getting started
Step 1 out of 3: Fill out form below.
Step 2 out of 3: Schedule Snapshot Session below.
Snapshot Sessions are not confirmed until payment is made using the link below this calendar.
Step 3 out of 3: Purchase Snapshot Session below.