Serving Las Vegas and Henderson, Nevada, including the Surrounding Areas

Becoming A Client

When you are ready to schedule your initial consultation, please Request a Consultation.

Introductory Visit

During our Introductory Visit, we listen and ask questions to gain a basic understanding of your particular situation and concerns. Where appropriate, we explain our planning or administration process and, if desired, set a time for you to meet with us along with your trusted advisors.

Analyzing

During the process, we collaborate together to create a plan for you by analyzing, testing and challenging combinations of planning theories and strategies that specifically meet your needs.

Designing the Plan

Through the use of narratives, charts and schedules, we build your Wealth Strategies plan into a comprehensive, dynamic and understandable plan.

Cooperative Design

We take you step-by-step through the preliminary plan and listen to your reaction, critique and ideas in order for the team to further tailor the plan.

Presenting the Optimal Plan

By combining our years of experience, knowledge and wisdom with your specific goals, family dynamics and asset diversification, you will receive a polished plan, specific flat fees, timelines and goals for implementation. The plan is then transformed into a workable and understandable model to provide you with the peace of mind of knowing that you and your family are well taken care of.

Review Where You've Been

If you already have an Estate Plan in place, Lizette can review your asset protection and estate plan and provide a thorough check up to assist you in understanding what your plan will and will not accomplish. This invaluable resource identifies gaps or pitfalls in your plan in light of your current goals and concerns, your family dynamics, your asset mix and changes in the law that effect you and your family.

Learn more about our Total Legacy Care Plan™.