✅ Thank You for Taking the First Step!

Your decision to prepare now brings peace of mind later — not just for you, but for the ones you love.
We’re honored to walk with you through this important journey of planning and protection.

📄 Your Next Step: Download the Preparation Checklist

Click the button below to download your Financial Protection & Planning Checklist.
This resource will help you get organized and ready before your consultation — saving you time and giving you clarity.

✔️ What’s Inside:

• A simple list of what to gather (IDs, policies, documents, accounts)

• Helpful prompts to guide your decisions

• Sections covering income, insurance, wills, POAs, and more

• A clean space for you to write notes and track your progress