I want to congratulate you for making it here and taking the first step toward planning for everyone and everything you love. I cherish the opportunity to help you secure the future of what you love.
I look forward to learning your story, hearing what matters to you, and helping you discover what is actually needed to keep your loved ones out of court and out of conflict when something happens to you (or them).
In one sentence, we help people and families create certainty in life's uncertain moments.
Download our free health care forms, along with an informative video to guide you in completing these important documents today!
Ready to jump right in and get going? Schedule your Family Wealth Planning Session now.
FREE GIFT TO YOU
Get your copy of Wear Clean Underwear: A Fast, Fun, Friendly – and Essential – Guide to Legal Planning for Busy Families for FREE as my gift to you.
"My family is taken care and that feeling is priceless" M.M.
“Very informative and easy. We feel much more prepared moving forward now that there is a plan in place.”
“Very good experience. I gained insight and knowledge from the sessions to help me make important decisions about the future of my family and assets.”
“Positive experience, fun & personable, sensitive and considerate. You need to do this...get it done with Kristen”
Our PROMISE is to affirm other’s strengths and protect other’s weaknesses, to treat others the way we want to be treated, to extend grace to the teachable, to seek first to understand before trying to be understood, to challenge the status quo, to give others the benefit of the doubt and to praise in public and correct in private.
Our PURPOSE is to help people steward their relationships and their resources.
Our MISSION is to help families get their financial houses in order so that when an emergency happens they aren't left wondering what to do next.
Our VISION is to see families providing for their loved ones, living out their purpose in life free from the worry of money, and leaving this world a better place after they’re gone.
We have developed unique systems to give you the same access to a lawyer as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, with our planning systems you can keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created.
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