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"My husband had
always handled all the finances. I would have been completely out in
the woods without the Commonwealth Group. They walked me through all
the things that needed to be taken care of. They were so wonderful." - Jackie (click on player to hear Jackie's words) |
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Everyone is different. You have different assets; your situation is
different and your goals are different. During our consultation, we
will review the specific facts and your circumstances to see what type
of planning might be appropriate for you.
We look forward to meeting you.
Fees
• We will provide you with an estimate of our fee during your consultation. Our fee differs from person to person.
• Our fee is not based on assets and is not an hourly fee. It is a flat
fee based on the plan of action we outline during our meeting.
What should you bring to the consultation?
• Any estate planning that you might have already done.
• If you have a house, you should look at your real estate tax bill for
the assessed value of your property. A copy of the deed to any real
estate is helpful.
• You should have a general idea about what assets you own and what they are worth.
