Our Systematic Approach

Information Gathering

Our regular client meetings typically begin with a questionnaire that is designed to get down to what matters most to you and your business, now and in the future.  We also discover which assets may need specialized planning.

Research & Design

Once we’ve gathered all necessary information, we’ll asses your responses, assets, and various strategies to determine a course of action for a customized solution to fit your goals and needs.  

Execute & Monitor

Once we’ve created a roadmap for you, we’ll break things down into bite-sized pieces to ensure you know exactly what’s going on every step of the way, giving you peace of mind while you focus on what matters – growing your business.

Trusted By California Small Businesses

Ongoing Support

Built On Relationships

The traditional law firm model is flawed. It incentives lawyers to spend more time on matters (*cough* billable hours *cough*) and constantly focus on the next new client (“one off transactions” are the norm in most legal practices). The world has even shifted to commoditized legal work, with many “DIY lawyering” options that provide zero guidance and only create more problems than they solve.  We’re changing that!

It’s time for a worthwhile, lifetime relationship with your lawyer! If you want a transaction, go online and find a document drafting service, and hope you don’t end up in Court with expensive litigation on your hands. If you want a great relationship that will help move your awesome idea into a revenue generating business and prepare you and your business to leave behind a legacy of significance, you have come to the right place.

What We Do for You

Service Options For Every Need

For those businesses that qualify to work with us on an ongoing basis, we help strategize, design, implement and maintain effective plans to help them reduce their personal liability and (most importantly) keep their businesses running smoothly!

Welcome!

Thanks for visiting us today!  We're looking forward to meeting you!

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Until we meet!

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