I am looking forward to meeting with you. Please select the most appropriate meeting type based off of duration and location. If you are unable to find a time that works best for you, please contact me.
15-Minute
Quick Phone Call
Great if you have a quick question, need clarification after a seminar, or want to confirm whether Fortis Planning is a good fit for your situation.
If you are exploring estate planning, want to understand your options, or attended a seminar and want to talk through your situation at a high level. This is for you.
We’ll sit down together & walk through your situation step by step. This meeting allows for deeper discussion, and a more collaborative planning experience.
You’ve already had an initial conversation or attended a seminar and are ready to take the next step toward creating your estate plan. We will begin the process here.
You are a networking professional, or strategic connection looking to build a relationship, understand how Fortis Planning works, or explore collaboration.
This appointment is for notarization only and does not include estate planning consultation or legal advice. Documents must be fully prepared before the meeting.
This appointment is for notarization only and does not include estate planning consultation or legal advice. Documents must be fully prepared before the meeting.