Start with a conversation
Let’s talk about what you’re planning for.
You don’t need every answer before you reach out. Tell us what’s on your mind, and we’ll help you find the next right step.
Send a message
A clearer plan can start here.
Share a little about what you’re hoping to plan, update, or understand. Lisa will read your message personally.
Message received
Thank you for reaching out.
Lisa will be in touch after reviewing your note. We look forward to learning more about what you’re planning for.
A CLEAR NEXT STEP
How it works
The discovery call is by phone. If it feels like a good fit, we’ll take the next steps together — one at a time, Tuesday through Friday.
Book a Discovery Call
Call the office at (716) 315-4220 to book a short phone conversation. You’ll get a feel for whether we’re a good fit for each other. There’s no obligation, and you don’t need to prepare anything or bring documents.
Schedule your planning meeting
After the discovery call, Lisa or the paralegal can schedule your Life & Legacy Planning Session. Or you’ll receive an email with a link to book directly on Lisa’s calendar. Planning meetings are available Tuesday through Friday.
Complete the homework
Your booking email will include a link to the planning homework. Please send it in at least three days before your meeting. That way, our two hours can be about your actual family and goals — not clipboards, blank fields, and paperwork. We’d much rather spend the time where it’s useful.
Reserve the meeting
Reserving your meeting takes a $150 fee, paid before the appointment is placed on the calendar. That’s it — then the time is yours.
Prefer to talk first?