REQUEST RECEIVED
Thank you. We’ll call you to schedule.
A member of our client services team will call you within one business day from 704-288-4700 to schedule your Family Wealth Planning Session. A confirmation of your request is on its way to your email.
YOUR SESSION IS BOOKED
Thank you. Your Family Wealth Planning Session is booked.
You are booked. A member of our client services team will call you within one business day from 704-288-4700 to confirm the details, and a confirmation is on its way to your email.
WHAT HAPPENS NEXT
Three steps to your session
- We call you. Within one business day, from 704-288-4700. Save the number so you recognize the call. We will find a time that works and confirm whether you prefer our Weddington office, our Monroe office or a video call.
- You complete the Family Wealth Inventory and Assessment. We send it after the call is scheduled. It lets your attorney arrive prepared, so the session is spent on decisions rather than data entry.
- You design your plan with your attorney. If you are married, plan for both of you to attend. The session is where your plan, your fiduciaries and your beneficiaries’ protections are decided.
WHAT HAPPENS NEXT
Before your session
- We confirm by phone. Within one business day, from 704-288-4700. Save the number so you recognize the call. If anything about the time or location needs to change, that call is the place to say so.
- You complete the Family Wealth Inventory and Assessment. The link arrives by email. Please finish it before the session so your attorney arrives prepared and the time is spent on decisions rather than data entry.
- Bring the decision-makers. If you are married or have a partner, plan for both of you to attend. Anyone else who will have a say in your plan should be there too.