Estate Planning

Yes, you may bring your spouse/partner with you to the meeting free of charge. In fact, we encourage it!

Payment Details:

Enter your Email Address, Full Name and Payment Information.
An email receipt will arrive from Kajabi.

What Happen Next:

Following payment, you'll be taken to a new page to schedule your Estate Planning session(s). Your Zoom session is not confirmed until payment is made.
Complete your Estate Planning Pre-Meeting Worksheet at least 48 hours prior to our session (you'll receive instructions via email).
You'll receive a reminder email 2 hours prior to your scheduled session.

Cancellation Policy:

What happens if I'm late or accidentally don't or can't show up for a scheduled session?

I'll wait up to 15 minutes into the session. If you haven't arrived, you'll have to reschedule the session.

Now let's get after it!

$999.00 USD

I have read and agree to the terms and conditions of this page as follows:

I agree to receive the following services for payment and I agree to the terms below:

Access to 1:1 Estate Planning session(s) with a CFP® professional (Charlie).
I agree to make notification via email at least TWO HOURS in advance of my scheduled session if I'll be running more than 15 minutes late or if I need to cancel.

If ongoing Financial Planning Services are requested from Charles Michael Financial LLC, you will receive a separate contract to sign along with any appropriate disclosures (Client Agreement, Form ADV Part 2 Brochure, Privacy Policy).

The user agrees that they have read, understood and agreed to the "Privacy Policy", "Terms of Use" and "Disclaimer", all of which are linked at the bottom of this page. Now let's get after it!