A Free 20-Minute Initial Call
It is not a sales pitch. It is three or four questions about your situation, honest answers about where planning helps and where it doesn't, and a clear sense of the next step — whether that's with us or not.
Married, partnered, single? Mortgage-free? Existing will? LPAs? Any complicating relationships?
The highest-impact priorities for your situation — not a generic checklist.
Whatever you arrived with. Whatever came up while we talked.
If we're the right fit, we explain how it would work and what it would cost. If not, we say so and suggest where to look.
Slots are 25 minutes — the call itself is 20, the buffer is for the prep email.
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Embed your Calendly or Cal.com 25-minute event type here. 24-hour minimum notice. Email + 24-hour SMS reminder.
Nothing formal. Helpful, but not required:
Twenty minutes that usually saves a lot of guessing.
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