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2020 has brought so much change for all of us. The pandemic means that we all have less time and less bandwidth.
If you have my office's questionnaire in hand, you may have thought to yourself… I should probably finish up that questionnaire so I can get Christie rolling on my estate plan. But, wow is there no time in my day and I am feeling overwhelmed. If you don't have my office's questionnaire in hand you may have thought to yourself... I don't have time to think about all this stuff! I have good news... I have created a hybrid model in which I will work with you over the phone or video conference to complete your questionnaire with you. After that, my usual billable rate would apply. Here is the deal: I wish I could just do the work for you – I really do! But, the reality is that I cannot do it for you but I can do it with you. If you want to cut to the chase on the questionnaire and save a lot of time, I can work with you on the questionnaire for a flat rate. You’ll be that much closer to peace of mind. Click below to schedule a meeting and for more details. Easy breezy. Comments are closed.
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