Choose a Time
Schedule Your Strategy Session.
Choose a time that works for you. Michele will review your form submission before the conversation so the session begins with the right context. You can also call us at 888-561-5008 to schedule or ask any questions.
What happens in this session?
We review the case
Michele comes into the conversation with the facts, the stakes, and the right context already in view.
We identify what matters most
Benefits, legal structures, trust administration, or all three — the session helps clarify what needs to be designed before the money moves.
We map the next strategic step
You leave with a clearer understanding of what the case needs and what should happen next.
The purpose of our session is to clarify
what needs to happen before
the money moves.
If the case involves benefits-sensitive issues, legal structures, trusts, or a recovery that has to hold up long after the case is over, this conversation is designed to help identify the next strategic step before funds are distributed.
