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Business strategy organizational charts and graphs

Business strategy organizational charts and graphs

The Process

Our relationship will be guided by our first discussion. That discussion is free!

Prior to our first meeting I will provide you a questionnaire to fill out in order to guide our discussion. If you are married, both spouses should fill out their own questionnaires.

The bottom line is that I am committed to helping you ensure that your family is taken care of and that you are properly prepared for the unexpected.

Generally speaking, the more complex the plan is, the more expensive it can be. I offer plans which include several different types of documents at a discount, as well as individually priced documents. Do not let cost get in the way of your planning. Contact me to discuss pricing and payment options.