Jim SchroederDec 27, 20201 minWhat is our process for Estate Planning ClientsWe have a process designed to deliver the right documents quickly, efficiently and with the least friction and stress. We know thinking...
Jim SchroederDec 27, 20201 minWhat is a Strategy Session?We use strategy sessions to kick off our relationship. In these hour to hour and a half meetings we will review an agenda that educates...
