SCHEDULE

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Family Wealth Planning Session — Fee Waived ($750 or $950 Savings)

A Family Wealth Planning Session is $750 if you don't have an existing plan and $950 if you do. However, since you are here, that means you have received an offer for a waiver of our planning session fee or a golden ticket. Simply select "reserve without paying" when scheduling. No promo code is needed as we maintain a list of offerees and golden ticket recipients.

The fee will be waived as long as you:

1) cancel or reschedule, if you need to, at least 3 days before your planning session. We understand that things come up, so let us know as soon as you can and we'll work with you, AND

2) complete and submit the pre-appointment worksheet online (we'll make it easy for you) at least 3 days before your appointment so our attorney can understand in advance your family dynamics and the kinds of assets you own so you can receive advice based on your unique situation.

To confirm your commitment to do so, you will be required to input a credit card to reserve one of just 3 Family Wealth Planning Sessions that qualify for a fee waiver each month. These exclusive sessions fill quickly, as others invest $750 or $950 for the same opportunity.

Similar to when you reserve a hotel room — your credit card isn't charged, but space is reserved exclusively for you that could have otherwise been offered to someone else. After doing so, up to two hours of our attorney's time, which would normally incur a fee, will be reserved exclusively for you. That's all you need to do to access this valuable planning session without the associated fee.

Can’t find the perfect time?

Secure the closest available slot now — they go fast. Then email team@keonisouzalaw.com with your ideal dates and times, and we’ll do our best to adjust your appointment.