Adam Wright
Lead Legal Advisor
Estate & Family Plan
- 45m
Quarterly Advisory
- 60m
10 seats
Annual Compliance Check
- 60m
Legal Consult
- 30m
Strategic Goal Planning
- 45m
20 seats
Case File Review
- 60m
Corporate Annual Plan
- 30m
Regulatory Webinar
- 60m
30 seats
Financial Planning
- 60m
Investment Review
- 30m
2 seats
Retirement Planning
- 45m
Tax Planning
- 45m
Goal Planning
- 30m
Annual Check-in
- 60m
Tax Season Prep
- 90m
15 seats
Strategy Session
- 60m
Family Planning
- 90m
Business Owner Planning
- 90m
Retirement Roadmap
- 60m
Quarterly review
- 15m
10 seats
Financial Consultation
- 15m
Inbound leads
- 15m
Yoga Class
- 30m
20 seats
Dance class
- 15m
10-minute-chat
- 15m
1:1 session
- 30m
Medical Consultation
- 20m
5 session package
- 15m
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