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Schedule a Meeting

After clicking the button below:

1) Choose duration (30 or 60 minutes) and type of meeting (phone, Zoom, or in-person)
2) Select date and time
3) Enter your name and email. You can add guests who will also receive an invite to the meeting.
4) Indicate the purpose of the meeting (e.g. Estate Planning, Probate, Business Planning, etc.)
5) You will have the option to enter your mobile number to get a text reminder about the meeting

For an initial consultation, please schedule 30 minutes.

Please note, if the consultation is in regards to estate planning and you have not completed the Estate Planning Worksheet within 24 hours of the meeting, you will need to reschedule. 


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