Schedule an Initial Consultation:
You can request an initial consultation by email, phone or by completing the request form below. After you request a meeting, someone from our office will contact you to schedule an initial consultation and find out some preliminary information so we can prepare for our meeting.
The Initial Consultation:
The initial consultation is designed to allow us to understand your situation and goals and help you take your first step toward getting peace of mind. At the initial consultation we will want to find out more about you and clarify the specific goals you hope to accomplish. We will not be able to give any specific legal advice during the initial consultation. However, at the conclusion of the initial consultation we will determine whether we are the right firm for you and make a recommendation for the course of action that will best address your situation and bring you peace of mind and let you know the exact cost involved.
As a preview, most initial consultations last about 45 minutes. During this meeting we will want to understand your situation, your goals and what’s worrying you. To make the best use of time, you will need to be able to discuss your personal financial situation. For example, you should be able to discuss your sources of income, life insurance and what you own in some level of detail.
There are 4 forms you will need to print, complete and bring with you to your appointment. Please select documents for “Individual Client” or “Married Client”.
We recognize that for many of our clients this is the first time they have had to make these kinds of decisions. Whether you are planning ahead or navigating a crisis situation, once you retain us, we will work through the issues you are facing and create a personalized plan to help accomplish your goals. You will get clear direction and advice that is easy to understand.