Estate Planning
- Estate Planning Session - 90 minutes
1 hour 30 minutes
Book this appointment if you have completed the paperwork that was sent for this meeting.
- Estate Planning Session - 120 minutes (without paperwork)
2 hours @ $300.00
Book this appointment if you have not completed the required paperwork for this meeting.
- Estate Planning Follow-Up Session (complimentary)
30 minutes
Book this session if follow-up is needed after the first estate planning session and if instructed.
- Estate Planning Consultation
30 minutes @ $150.00
General Consulting
- Small Business Basic Consultation
1 hour 30 minutes @ $325.00
A consultation service offered to small business owners wherein all aspects of the business are discussed in order to determine if there are inefficiencies, gaps or issues that will impact the operations of the business or create unnece ...
- Small Business Contract Review
1 hour 30 minutes @ $350.00
1 Contract will be reviewed, edited and suggested language will be provided consistent with the intent of the document or drafter.
- 60-Minute Problem Solving Consultation
1 hour @ $195.00
- Courtesy Follow Up
20 minutes
Insurance Services
- Health Insurance
30 minutes
- Open Enrollment Period Consultation
1 hour 30 minutes @ $125.00
This is a comprehensive consulting service for employees who are coming up on the benefit Open Enrollment Period at their job. This service includes giving clear and easy-to-understand explanations regarding the type of benefit, what i ...
Legal Consultation
- 30-Minute Initial Legal Consultation
30 minutes @ $80.00
- 60-Minute Initial Legal Consultation
1 hour @ $150.00
- Legal Review -- Contract
1 hour @ $250.00
- Legal Services Performed
1 hour @ $250.00
MEMBERSHIPS
- MEMBERSHIP -- SMALL BUSINESS PLAN
1 hour @ $289.00
This is a monthly membership plan for small business owners and other entrepreneurs who would like to have access to a consultant with skill in legal, insurance and issue resolution. This plan includes one hour of phone consultation, u ...
- MEMBERSHIP -- INDIVIDUAL TIER 1
5 minutes @ $37.00
This monthly membership is a consulting package specifically designed for individuals who often have the need to ask a few questions and would like access to a professional with legal, insurance and problem-solving skills who can provid ...
- MEMBERSHIP -- INDIVIDUAL TIER 2
5 minutes @ $89.00
This is a monthly membership package designed to offer comprehensive consulting services for legal, insurance and advanced resolution of most issues. Included is: unlimited emails, 2 resolution phone calls, 2 resolution letters, 2 docu ...
- MEMBERSHIP -- INDIVIDUAL PLAN TIER 3
1 hour @ $147.00
This is a monthly membership plan that is comprehensive and is specifically designed for individuals that have either several issues that need resolution or an ongoing issue that requires dedicated attention. Included: One hour phone c ...
Notary Services
- Notary
15 minutes @ $5.00
This service is local to the Dallas, TX area. All other notary clients should book using the Remote Online Notary booking.
- Mobile Notary Service
1 hour @ $30.00
This service is local to the Dallas, TX area. All other notary clients should book using the Remote Online Notary booking.
- Notary Signing Agent Personal Training
4 hours @ $229.00
Personal consulting service to help you become a Notary and then a Notary Signing Agent
- Remote Online Notary Personal Training
4 hours @ $189.00
Personal Consultation on how to become a Notary and then how to be a Remote Online Notary
- Remote Online Notary Service
30 minutes @ $25.00
This service is for anyone in the United States or someone outside of the United States if they are a U.S. Citizen with a valid unexpired identification. Service will be provided virtually on a notary platform.