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About
Us |
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What You Can Expect From Us
1. Conference with
Charlie
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Listen to and understand your situation and concerns.
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Review completed total disclosure financial
questionnaire.
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Provide an overview
of the law relevant to your situation.
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Suggest alternative strategic solutions.
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Analyze current life and estate plan with recommendations for any changes.
2. Written
analysis (opinion letter) sent to client and authorized family members
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Confirm in writing our understanding of your situation and needs.
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Describe strategies and recommendations discussed at our first conference.
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Describe how to reach your planning goals using the services of our office.
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Recommend changes in estate planning documents, if needed.
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Point out additional issues inherent in certain strategies, such as tax implications.
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Quote fees for our services.
3. What you
need to do
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Review and
understand opinion letter.
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When you decide to
Go Forward after reading opinion letter:
* Pay quoted planning implementation fee.
* Supply documents requested in the
documents to provide handout.
* Notify our office that
you wish to go forward with suggested planning in opinion letter.
4. What
we will do
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