"Firm Family Membership™" (FFM)
Our unique membership program is named the Firm Family Membership (FFM) since we view our clients as part of our extended family. The care we give to our clients is commensurate with that approach. As we want to be sure that the plans we worked on will continue working over time, we created the FFM. This will assist our clients to monitor their plans and ensure that what they set out to accomplish will indeed come about.
The FFM package includes:

- A yearly list of the Fiduciary nominations. This provides an important opportunity to review those people you have chosen to fulfill your legacy. And the equally important opportunity to make any changes that that you feel are necessary. Those clerical name changes will be made to update your plan.
- A yearly review of the plan, with an optional 1-hour in person meeting, to see if there are any changes that need to be made.
- An emergency card providing access to your health care documents 24 hours a day, 7 days a week, anywhere in the world
- An online, password-protected secure client "vault" (online document storage facility) on our website for estate planning and other documents
- Reasonable phone calls throughout the year from you and your advisers.
- A review of your assets and assistance with properly funding 2 new assets a year
As a member of the FFM, you can be confident we will work together, as family, to be sure your goals will be reached.