HOW TO GET STARTED
SCHEDULE A FREE CONSULTATION
By now you’ve seen that we are different than your typical lawyer. We are selective about the clients we work with. Each of our business owners receive personalized attention and we only work with businesses we love.
It’s important that you know how we work because we do things a bit differently here than at other law firms. That’s why our clients love us so much.
Alternatively, if you are ready to schedule immediately, you can use this link and schedule with us online.
You’ll note there that you can schedule a quick 15-minute phone call to learn more about us, or you can schedule a full LIFT Your Life and Business Planning Session. Choose the option that’s best for you. If you do choose the LIFT Your Life and Business Planning Session, please make sure you’ve read up on what we’ll do together in that meeting before you come in, so that you come in prepared to be educated, informed and make empowered decisions for your business.
SCHEDULE YOUR LIFT YOUR LIFE AND BUSINESS PLANNING SESSION
Call our office at 212.709.8004 to schedule your LIFT Your Life and Business Planning Session and ask to speak with Marye, our Client Services Director. Marye will schedule the most convenient appointment time available for you with one of our expertly trained Creative Business Lawyers.
HOW LONG IS A LIFT YOUR LIFE AND BUSINESS PLANNING SESSION
When you schedule your LIFT Your Life and Business Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your business during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting together, we will review your completed LIFT Audit and take the 20-point LIFT Assessment together for the purpose of identifying whether there are any holes in the legal, insurance, financial, and tax (LIFT) foundations of your business that would keep you from realizing your business objectives. And, if there are, clarifying a plan to fill those holes and shore up your foundations for maximum success with minimum risk. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
HOW MUCH DOES A LIFT YOUR LIFE AND BUSINESS PLANNING SESSION COST?
Our LIFT Your Life and Business Planning Session is $750 and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your business package plan. In some circumstances, we will waive the planning session fee and instead you can secure your appointment time with a credit card number.
In such cases, so long as you keep your appointment, nothing will be charged on your card unless you decide to proceed with a package plan after the LIFT Your Life and Business Planning Session. In such a situation, if you must cancel within 1 week of your appointment, your credit card will still not be charged unless you fail to reschedule your appointment within 30 days of your cancellation. If you cannot keep your appointment and you choose not to reschedule, your credit card would be charged the $750 planning fee.
We understand that this policy of securing your appointment with a credit card may seem unique. So is our law firm. We provide our very best service to those businesses who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. We only take referrals from trusted Professional Planning Partners. As a result, we must secure your appointment time so that if something comes up and you can’t attend your appointment, we will have enough advance notice to open the slot to a waiting family.
WHAT TO DO PRIOR TO YOUR LIFT YOUR LIFE AND BUSINESS PLANNING SESSION
After scheduling your appointment, you will receive your LIFT Audit and 20-point Assessment and other important information that you will want to review prior to your LIFT Your Life and Business Planning Session. This LIFT Audit is designed to help us understand where your business is now, where it’s going in the future and what the gaps are that could keep you from getting there. We must have your LIFT Audit returned to our office 3 days prior to your Session or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your Audit or have any questions at all.
In addition, to make your time with us more meaningful, we will include a list to gather together as many existing business documents we will ultimately need to ensure your business has everything it needs in proper order to support your growth. Without this information our ability to support and guide you and your business will be limited.
WHAT TO EXPECT THE DAY OF YOUR LIFT YOUR LIFE AND BUSINESS PLANNING SESSION
On the day of your meeting, please expect to spend up to 2 hours with your attorney. The initial meeting with your attorney has two purposes:
- To identify whether there is a good fit between you and our attorney who will become your Creative Business Lawyer® and…
- To educate you about the law and identify whether there are any holes in the legal, insurance, financial and tax (LIFT) foundations of your business that would keep you from realizing your business objectives.
By looking at where there might be gaps, you can together with your Creative Business Lawyer’s guidance make the decisions that are necessary (including choosing your own fee) to fill those holes and shore up your foundations for maximum success and minimum risk.
Please do not be ashamed, or worried, if you feel lacking in your knowledge in these areas, or if you’ve been too busy to get these matters handled. We see it all the time, and that’s why we are here. We don’t expect you to know everything about starting, building and growing your business AND establishing and maintaining your LIFT Foundation. That’s why we are here.
Assuming that you and your attorney determine that there is a good fit between our firm and your business AND that you identify specific ways you would want things to happen that are different than what would currently happen, you and your Creative Business Lawyer® can design a package for your business right away.