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Our Process

I am always striving to improve my services. I make the process simple and hassle free.

1

Schedule a Meeting

You can book a free consultation directly with me here. We will meet and decide on the right plan for you.
2

Make a Plan

We craft your plan.
3

Review Documents

We meet and review your documents together. I will explain your documents to you in detail and ensure all information is correct.
4

Sign Documents

We meet and sign your documents in person.
5

Follow Up

I follow up with you every 5 years to ensure that your plan is up to date, and no changes need to be made.

Learn How We Can Help You