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Schedule a free 15 minute consultation here:

Are you ready for a Family Wealth Planning Session?

It is recommended that you either have a 15 min call or attend an educational event/webinar prior to scheduling the FWPS.  

The FWPS can be in person at our Hudson, WI office, or it can be held remotely in a Zoom meeting.  The FWPS is a 2 hour working meeting.  This is a very valuable meeting where you will learn exactly what would happen to your assets and with your family if something happened to you with no plan in place, or with your current plan. Every estate is unique, and here we go through yours, and identify your goals.  The fee for the FWPS is $750, with the cost applied to future planning fees.  The fee is waived if you do some prep work, show up, and attend with your spouse. A limited number of sessions are held per month. 

To schedule a Family Wealth Planning Session:

NOTE:  Only available for Wisconsin Residents

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