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Mill Valley, CA 94941

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Happy Easter Offer!

March 23, 2016


Easter is right around the corner! To help you get planning and feel good about it, we have a special offer for you.


In honor of my sister Tracy, and my adorable nephew who is living with autism, we are excited to extend the following offer to our friends and readers. Schedule a Family Wealth Planning Session for April and we’ll waive the $750 planning session fee AND donate $50 to Easter Seals in your name!


For those of you not familiar with their work, Easter Seals provides services, education, outreach, and advocacy so that people living with autism and other disabilities can live, learn, work, and play in our communities. Easter Seals has been helping people with disabilities and special needs, and their families, live better lives for more than 90 years. From child development centers to physical rehabilitation and job training for people with disabilities, Easter Seals offers a variety of services to help people with disabilities address life's challenges and achieve personal goals. 

Photo is courtesy of the Easter Seals website. Read More about them here.

What is a Family Wealth Planning Session? It’s an opportunity to look at what would happen to all of what you have and everyone you love if anything were to happen to you, and discuss what options you have to cover the risks and ensure that your family is taken care of in the way you want.

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