How We Work
Planning for the Ones You Love
Our process begins with a Family Wealth Planning Session. Before the Session you will complete homework that will have you feeling more organized and put together than you have in a long time. Maybe ever.
During the Session, we will look at what would happen to all of what you have and everyone you love, if anything were to happen to you.
Then, we’ll determine a plan together to make sure everything goes the way you want it to so you are always in control. And so your family always knows just how much you care.
Should we decide there are things we can do to take care of your family better than they are taken care of now, we will present you with planning options that allow you to decide on your fee and the level of service that is right for you and your family.
Insert the following hyperlinked pages [copy found within the FBL “How We Work” Tab Contents in the website copy materials]
3 Levels of Planning
Copy: Reference the “3 Levels of Planning” Word Doc in your Membership Materials
Your Family’s Lawyer For Life
Copy: Reference the “Your Family’s Lawyer For Life” Word Doc in your Membership Materials
More Than Just Your Money: Leaving a Real Legacy – Who You Are & What’s Important to You
Copy: Reference the “More Than Just Your Money: Leaving a Real Legacy – Who You Are & What’s Important to You” Word Doc in your Membership Materials
Planning For Your Children – example: http://morganlawgroup.com/kids-protection-plan/
Copy: Reference the “Planning For Your Children” Word Doc in your Membership Materials