Client Connections (Phone, Virtual, In Person)
Quick ConnectionBest as a relatively quick connection, a direct discussion, a meet and greet, or a check-in scheduled for a few minutes or up to 30 minutes.
Deep DiscussionBest for a deep discussion on one or multiple items at a relaxed pace, scheduled for up to 60 minutes.
Related Professional MeetingBest as an invitation for us to meet with you and your tax preparer, estate planner, or other related professionals.
Comprehensive Progress MeetingBest for an annual review-type meeting, scheduled for up to 90 minutes.
Half-Day RetreatBest as a family meeting with multiple generations
Full-Day RetreatBest as a family meeting with multiple generations
Document Drop Off
Secure RecyclingBest to secure our receipt and destruction of your private documents.
Scan & ReturnBest to ensure we can receive and return your documents ASAP, hopefully within a few minutes.