Kristina did such a professional and thorough job helping us create our Trust and get all of our financial planning ducks in a row! We were impressed with her knowledge and experience, she made terrific suggestions, and came up with creative solutions to the tough aspects of the process. We appreciate all her hard work and we felt like the whole process was such a breeze because she was doing so much work on her end! We cannot recommend her highly enough! - Kellianne R
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Sentiment Analysis
She is also super people centric and made sure we were understanding of our agreement and transactions.
We were impressed with her knowledge and experience, she made terrific suggestions, and came up with creative solutions to the tough aspects of the process.
She displayed her professionalism at every turn and I look forward to continuing our business relationship as our needs change.
I was very impressed by her ability to walk me through these and help me make decisions that will assist my heirs.
While it’s scary to think about these what-if scenarios, its nice to have someone like Kristina walk me through this process and help me come up with a plan!
Very informative and personable!!!
If I had to do it over again I would be very comfortable going the Kristina again and I highly recommend her to anyone in need of a well executed way to leave their estate to to their heirs.
Very accommodating with our schedule.
Although it’s well known that living trusts are valuable for protection of family assets and for ease after death of their transfer to loved ones, it’s easy to procrastinate and get overwhelmed by how to actually get one done.
I’ve been putting off making a trust and will for a long time but after hearing from Kristina, at the complimentary, first session, how a trust will make inheritance go more smoothly for my wife, kids, and grandkids, I am so glad I had her create our trust and other important documents.
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