Resources & Affiliations

Our Resources

We use and recommend the following resources:

Wealth Management

Estate Planning

  • Willing Wisdom Personal Estate Planning Checklist
    • This tool takes you through a comprehensive checklist, which helps you make important estate planning decisions prior to meeting with your lawyer. It takes only 10 minutes and will lower your legal costs to update your will.
    • Check out this 2-minute video that explains the tool:
    • Contact us to receive your own free personal estate planning checklist and learn more about your personal plan, no strings attached.


Our Affiliations

We are affiliated with the following organizations: