The Legacy Audit

1-HOUR STRATEGIC SESSION | $499

Your life, assets, and loved ones deserve intentional planning. In this one-on-one audit, we review your completed intake form and identify the most urgent areas that need attention. You’ll leave with practical next steps and clear direction.

INCLUDES:

• 60-minute private session (Zoom or in-person)
• Targeted review of your intake form
• Strategic advice for your unique situation
• Legacy audit summary PDF with recommendations