Integrated Planning (Estate Value from $2 Million to $20 Million)

7. Presenting the Preliminary Plan

We review and confirm all aspects of the plan with you. We listen to you to determine whether the Preliminary Plan accomplishes your hopes and aspirations. If it does not, we will further refine the Preliminary Plan. With your understanding and approval, we proceed to the Integrated Plan Implementation of each of your legal and financial planning documents.

We generally schedule 2 hours to Present the Integrated Plan.