VIP Strategy Session

Service Description

Proverbs 13:22: A good [wo]man leaves an inheritance to his [her] children's children... Want to go deeper with the attorney? Want to talk more about Family as a Business, to have a family call or have businesses that need to be mapped out? Schedule a VIP Strategy Call and get a preliminary analysis of your current estate planning, a copy of our e-book, Three Keys for Building Generational Wealth in Your Family, up to 5 family members on the call to discuss your family wealth preservation plan. ​ "Without the right strategy, good ideas and hard work can be wasted." Strategy is about finding the best route from where you are to where you want to be. It doesn't matter if you're trying to build a successful product, business, or create family generational wealth. Without good strategy, all your hard work won't take you very far. ​In business and in life, strategy is the key to success. A good strategy gives you advantages that are hard to copy. A good strategy can save you a lot of time, money, and waste. It can also help you and your family avoid loads of stress and frustration. During this VIP strategy session, we will discuss your family's needs and goals and provide you with preliminary strategy to set your family on pathway for estate planning success. * TREAT yourself to an hour of proactively crafting a family legacy plan strategy * GIVE yourself space to dream and visualize * DEVELOP a plan of action with concrete action items * LEARN practical tips and strategies for business development and estate plan creation * STRENGTHEN your family * PRIORITIZE your efforts for generational wealth * INVEST in yourself and your family VIP Strategy Session Experience Includes * 1 hour of one-on-one strategy coaching with Portia Wood * A copy of our Legacy Wealth Planning Guide * Our E-Book, The three keys for building generational wealth for your family, articles and resources This special VIP Experience is offered at $750 This fee is non-refundable. If you decide to move forward with the creation of your estate plan during this strategy call, and sign the legal services agreement within six (6) hours of this meeting, 50% ($375) of this fee will be applied towards your planning. *Only valid for those planning in CA, MD, DC or VA.* Beyoncé: “My great-great-grandchildren already rich, that’s a lot of brown children on your Forbes list”

Cancellation Policy

To cancel or reschedule, please email us at least 24 hours in advance.

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