Our Process

Your initial phone call or email to our firm will begin with speaking to our Client Services Coordinator, Samantha Zwolinski. Samantha will ask you some basic information, review some information about our process with you, schedule your meeting with our firm and then follow up by sending you our confidential worksheet. This worksheet allows us to create a visual flow chart and outline of your family, finances, concerns, issues, and your needs. A typical meeting with our firm is approximately 90-minutes, at which time we will discuss your wishes, concerns, goals, future desires and worries, care concerns, asset protection strategies, and various planning options.

Please watch our videos below for a more in-depth look at our process.

Client Welcome Video


 Preparing for Your Design Meeting



We have offices located at:


88 W. Main Street, Ramsey, NJ 07446


225 W. 35th Street, Suite 802, New York, NY 10001