Life & Legacy Planning Session
During your Session, we'll go through your family and financial situation, goals, concerns, and questions. You'll receive a "homework" package to complete and return to us beforehand, which will get you financially organized. Gwendolyn sets aside up to 2 hours to give you her full attention.
IMPORTANT NOTE: If you are married, please make arrangements for your spouse to be there too. What we discuss will affect both of you. And if you have young children, it's best to have child care so you can
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