When you schedule your LIFT Your Life and Business Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your business during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting together, we will review your completed LIFT Audit and take the 20-point LIFT Assessment together for the purpose of identifying whether there are any holes in the legal, insurance, financial, and tax (LIFT) foundations of your business that would keep you from realizing your business objectives. And, if there are, clarifying a plan to fill those holes and shore up your foundations for maximum success with minimum risk. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.

Our LIFT Your Life and Business Planning Session is $750 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your business package plan. In some circumstances, we will waive the planning session fee and instead you can secure your appointment time with a credit card number.

In such cases, so long as you keep your appointment, nothing will be charged on your card unless you decide to proceed with a package plan after the LIFT Your Life and Business Planning Session. In such a situation, if you must cancel within 1 week of your appointment, your credit card will still not be charged unless you fail to reschedule your appointment within 30 days of your cancellation. If you cannot keep your appointment and you choose not to reschedule, your credit card would be charged the $750 planning fee.

We understand that this policy of securing your appointment with a credit card may seem unique. So is our law firm. We provide our very best service to those businesses who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. We only take referrals from trusted Professional Planning Partners. As a result, we must secure your appointment time so that if something comes up and you can’t attend your appointment, we will have enough advance notice to open the slot to a waiting family.

After scheduling your appointment, you will receive your LIFT Audit and 20-point Assessment and other important information that you will want to review prior to your LIFT Your Life and Business Planning Session. This LIFT Audit is designed to help us understand where your business is now, where it’s going in the future and what the gaps are that could keep you from getting there. We must have your LIFT Audit returned to our office 3 days prior to your Session or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your Audit or have any questions at all.

In addition, to make your time with us more meaningful, we will include a list to gather together as many existing business documents we will ultimately need to ensure your business has everything it needs in proper order to support your growth. Without this information our ability to support and guide you and your business will be limited.