Select a Time for Your Initial Planning Conversation
You’re in the right place.
This conversation is designed to be focused, deliberate, and substantive. It is an opportunity to step back from day-to-day operations and examine ownership, succession, and long-term exposure with intention.
Selecting a time reserves space for preparation and ensures the conversation is approached thoughtfully.
What to Expect
The initial planning conversation is a private, advisory meeting. We will discuss how ownership and control are currently structured, where risk or ambiguity exists, and what level of planning may be appropriate going forward.
This is not a general overview. It is a working conversation meant to bring clarity.
Before You Schedule
To make the most of this time, please select a date when you can be fully present and uninterrupted. Planning conversations are limited in number to ensure adequate preparation and attention.
Once your time is selected, you will receive confirmation and brief intake instructions to prepare for the discussion.
Next Step
Choose an available date and time below to reserve your initial planning conversation.