Karl Chen

First of all – We make every effort to eliminate billing on an hourly basis. Everything related to our Estate Planning and Business Planning services are performed on a flat fee, agreed to in advance, so there are no surprises. You'll know exactly what it will cost to work with us, after we've gotten clear about what you want, and you'll even be able to choose your own fee. Then, after the initial planning process, we have options so that you can ensure your plan stays up to date throughout your life, and again you'll know exactly what that costs and choose your own fee there.

Second – we're here to support you. You'll be able to speak to someone to get your questions answered promptly. And, if you need to speak with me about something that someone on my team cannot answer, we'll get a call scheduled so that I can be prepared, and you can be prepared, and we won't waste your time playing phone tag.