30 minutes · by phone or video
Bring your documents. We’ll read them with you.
A video call with Morrowgate Private Wealth’s Greg Garone, CEPA®, from anywhere in the U.S. You’ll leave knowing where your plan stands and what to ask your attorney, whether or not we work together.
What we’ll cover
1
Your situation. Who owns what, who depends on you, and what keeps you up at night.
2
Your numbers. The gap from the calculator, checked against what your documents actually say.
3
Next steps. The questions for your attorney and CPA, and whether it makes sense for us to coordinate the fix.
Helpful to have, not required
- Operating or shareholder agreement, and any buy-sell
- Your will, trust and power of attorney
- Life, disability and key person policies
- A recent valuation, offer or broker’s estimate
- Loans you personally guarantee