TERMS & CONDITIONS
Strategy Session Deliverable: You will complete a robust intake form that will get you thinking about things you might not be considering. You will get a 1.5-2 hour session with an advisor on our team to discuss your circumstances, determine areas of need, and establish a plan of action. If we both think it is a fit, we’ll discuss the cost and timeline for completion.
Money back guarantee: If you don’t see the value in the session, we will return your payment upon request.
Non-Legal Services: We are a Florida law firm, but we are NOT providing legal services to you. This is a consulting, logistics, and implementation service. Any legal services will be performed by your in-state Estate Planning Attorneys, Business Law Attorneys, or other licensed professionals.
Complete intake prior to Strategy Session: Must be completed and turned in at least 4 days prior to your session so that we are prepared.
Fees: The Strategy Session fee will be applied to your engagement fee, if you move forward. The service fees will be determined during or just after your session.
Waiting List: Once we fill up to capacity, we’ll place each additional firm on a waiting list and will honor your signup position and the current fee that you paid for your strategy session.
By paying, you agree to the above terms and conditions.
Money back guarantee: If you don’t see the value in the session, we will return your payment upon request.
Non-Legal Services: We are a Florida law firm, but we are NOT providing legal services to you. This is a consulting, logistics, and implementation service. Any legal services will be performed by your in-state Estate Planning Attorneys, Business Law Attorneys, or other licensed professionals.
Complete intake prior to Strategy Session: Must be completed and turned in at least 4 days prior to your session so that we are prepared.
Fees: The Strategy Session fee will be applied to your engagement fee, if you move forward. The service fees will be determined during or just after your session.
Waiting List: Once we fill up to capacity, we’ll place each additional firm on a waiting list and will honor your signup position and the current fee that you paid for your strategy session.
By paying, you agree to the above terms and conditions.
