Family Planning Session

This is good for your Family Wealth Planning Session (a $750 value) + $250 (credit) towards your Family's Trust Plan. The family planning session (up to 2 hours) is designed to get your financial life well-organized, clarifying what you have and what you’ll need to ensure you live life responsibly and your loved ones feel well-led and well-loved in the event something happens to you. And, if it turns out you need additional planning, you will receive a $250 discount on a Trust Plan.