In fact, we have thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
We have a whole team to serve you. When you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. You’ll get your question answered, right away. And if you need to schedule a more in-depth legal or strategic call with us, a call will be scheduled when we are both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.
And we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime
We have a funding coordinator to ensure your assets are owned the right way throughout your lifetime and that none of your assets will end up going through a long, expensive court process or lost to the state department of unclaimed property because they were missed after your death.
We have created a unique maintenance programs to keep your plan up-to-date year after year as well as to give you access to our trusted team of legal experts for guidance on any legal or financial matter.
One day you will need a lawyer.
I don’t know why and I don’t know when but when you do, you will be grateful you can call on us and we'll be here to advise you.
That is why we design estate plans that capture and pass these most valuable assets to the people you love.
Not only will we help you pass on your money but also your values, your insights, your stories and your experiences – the truly valuable assets your loved ones care about the most.
I can’t go into all of the details here but we’ll definitely talk about when you come in for your Family Wealth Planning Session.
We look forward to seeing you and caring for your family soon!
Hello! I’m Kristen Boone.
My goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be here so that I can help guide your loved ones through a difficult process.
In short, my sole focus is to help people and families create certainty in life's uncertain moments.
I want you to know you’ve made a big step toward peace of mind simply by reading this.
We have many resources for you so you can ensure your family and loved ones stay out of court and out of conflict, if and when something happens to you. I'd love to share some of these resources with you going forward.
Browse around, see what we have, and feel free to request any of the resources we have for you, complimentary.
I’d love to start protecting the people you love and everything else you care about today. I look forward to meeting you!