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Your booking options:
1. 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, if you have received an offer for a waiver of our planning session fee or a golden ticket, select "reserve without paying." No promo code is needed as we maintain a list of offerees and golden ticket recipients. If you are prompted for a promo code, this means you have selected the incorrect option and should instead choose "reserve without paying."
The fee will be waived as long as you:
1) cancel or reschedule, if you need to, at least 3 days prior to 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 (we'll make it easy for you) at least 3 days prior to your appointment so we can make the most of our time together.
To confirm your commitment to do so, you will be required to input a credit card to secure one of the few planning sessions that we are able to waive the fee for each month (maximum of just 3 per month). This is 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, two full hours on our calendar will be reserved exclusively for you. That's all you need to do to have this valuable planning session fee waived.
Note that the appointment times you see in our calendar represent the total number of appointments available including paid appointments. Waived-fee planning sessions are very limited and are offered first come, first served, and once they are taken, we don't add more for the month. However, a paid planning session may still be available.
*If you don't see a time or date that works for you, send an email with your preferred dates and times to firstname.lastname@example.org and we'll try our best to accommodate you. Generally, our latest appointment is at 3:00 pm as the planning session takes up to 2 hours and our office closes at 5 pm.
2. Family Wealth Planning Session - Paid ($750 or $950)
If you have not received an offer for a waiver of our planning session fee, select "pay now" and input your credit card information.
*If you don't see a time or date that works for you, send an email with your preferred dates and times to email@example.com and we'll try our best to accommodate you. Generally, our latest appointment is at 3:00 pm as the planning session takes up to 2 hours.