Amy paces your first meeting to allow enough time to begin to understand you and your life along with family and significant relationships. You can expect your initial conversation with Amy to last at least an hour but sometimes it goes longer. It typically takes a series of meetings to ensure that you’re comfortable with your final plans and documents.
During the planning process, you will be talking about short- and long-term priorities, financial considerations, past estate planning and other related matters. Amy also discusses with you tax management and other strategies.
Amy’s services are highly tailored. She evaluates your needs and her services to arrive at projected fees, which are dicussed before your work together begins.
Depending on the nature of your engagement, an invoice may be provided for partial delivery of services. In all matters, final payment for services is requested by invoice and upon delivery of services and documents.
Ultimately, you and Amy may be working closely together over years, as plans often change over time.