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Available Online

Life & Legacy Planning Session

Get more financially organized and plan for you and your loved ones.

  • 2 hours
  • 0-$750
  • Zoom

Service Description

After our planning session, you will be more organized and prepared for your family when something happens to you ... they'll know what you have, where it is, and how to find it ... and you'll leave them a legacy of love and not a mess to clean up.

Cancellation Policy

To cancel or reschedule your appointment, please provide 24 hours notice, otherwise a $50 cancellation fee will be charged.

Contact Details


1111 Lincoln Road, Miami Beach, FL, USA

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