Client Service

Just as you would expect from a premium service provider, we impart a guest-like experience and set clear expectations of what to expect when working with us. Limiting the number of clients we accept ensures the personal one-one-one attention you deserve.


Your calls will be returned the same day during business hours and your emails will be returned within 24 hours.


Mutual Respect for time
Complete understanding of the engagement
Honesty in all communications
Integrity in all actions

Meeting Schedule

90 day Implementation review meeting
6 month video chat or phone call
Annual GuidePath Plan Review


Account Statement
Hospitality Phone Call
Market Update
Net Worth Statement
GuidePath Plan Review
The Year in Review

Settlement Process

Legacy Possibles Bag

A detailed repository of all information needed to simplify the estate settlement process. We’ll be there to assist your loved one throughout the entire settlement process.

Our Legacy Possibles Bag includes:

  • ​Copies of wills, Trust documents, Powers of attorney
  • All investment and banking accounts with provider contact information
  • Life insurance benefit amounts with provider contact information
  • Attorney and Tax Accountant contact information
  • Prepaid burial plot information