FILL OUT THIS FORM TO SECURE YoUR FAMILY LEGACY PLANNING SESSION
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Booking Instructions
Unlock the Coupon Code
Commit to filling out the Family Legacy Assessment and emailing it back to me at least 3 days prior to our meeting. Download and print the PDF. Then enter the coupon code to zero out the session fee.
Credit Card Information
Next, enter your credit card details. This shows you’re serious about the appointment and committed to showing up. As long as you show up, you will not be charged.
Contact Information
Next, enter your basic contact details/billing information.
Press Submit to Unlock Scheduling
After completing this form, click the Submit button. Now we’re all set to schedule your Planning Session!
Schedule Your Meeting
Click the scheduling link, pick a time that work for you, and submit the booking.
PRACTICE STATES
California
New York
Contact Info
CA +1 213-329-5979
NY +1 347-868-5898