We're Excited to Connect With You!

Thank you for scheduling an initial consultation with us for Successions — we're looking forward to learning more about how we can support you.

Before our meeting, please put aside some time to complete the Successions Questionnaire. This helps us better understand your needs and ensures we can make the most of our time together.

Please remember to return this completed form to our office AT LEAST 2-3 DAYS BEFORE YOUR APPOINTMENT. You can either email it to julie@planwithjulie.com or mail a hard copy to us.

If you have any questions before we meet, don’t hesitate to reach out. We’re here to help. See you soon!