Protect & Prosper
Protect your family and protect your business as you plan to prosper.
As a lawyer and advisor, I specialize in providing guidance to those building a family legacy. Connect with me today to plan for your next step.
OUR PROCESS
Connecting
With Us
Explore & Connect
Schedule a free 15-minute consultation to discuss your goals and ask any initial questions.
Plan & Strategize
In our meeting, we’ll create a personalized strategy to safeguard what matters most and set you up for future prosperity.
Move Forward
Once we have a plan in place, you can relax knowing we’ll handle the details while you focus on what’s important.
Meet Kelly!
Attorney | Advisor | Certified Exit Planning Advisor (CEPA)
Business Owner | Author | Speaker.
Kelly is the resident expert in estate planning, business consultation, and planning for your family and your business.
She is driven by an altruistic mindset and fortunate to own several businesses that allow her to impact others and make a difference in her local community. Growing up in an entrepreneurial family, she has owned her own consulting firm and an estate and business planning law firm for over 25+ years.
Kelly has experience in growth and exit planning for entrepreneurs, finance, banking, real estate, natural skills alignment, estate planning, law firm partnerships,
family business ownership.
If you want to connect with Kelly as a business owner or
discuss estate planning, business planning, business growth and exit planning, connect with Kelly today.
Next Steps
Do you Worry about Protecting Your Family? Do you want to Grow and Plan for Your Business?
Are you Concerned about your Assets? Do you Lack Time to Plan for Your Long Term Business and Retirement Goals?Do you Seek a Sounding Board?Do You Wish for A Business, Legal, Financial & Tax Advisor?
TESTIMONIALS
What others are saying
I am deeply grateful!
I am deeply grateful that Kelly took the time to hear about my growing business. So thankful she and her team were able to help me sort through all of my options, align my skills, and find the direction that felt truly right for me.
- DH
I am thankful!
As a Military Wife and Mom getting back into business, I wanted insight into balancing both my family and my business. I am thankful for the alignment check and the insight provided by Kelly.
- HM
So helpful and timely!
While my partners and I had a sound business idea, we didn’t have the legal background to protect us in our business launch. Kelly helped us get started with a structure that worked for us and for our family. So helpful and timely.
- MK
Let's Talk!
When planning for your family, you're weighing many options. As a business owner, you juggle multiple roles daily to keep your customers happy and your business thriving.
Take a moment now to consider
Your Next Step — so you can protect and prosper!
Protect Your Family
This seminar is for advice regarding estate or business planning. This informative online seminar provides you the tools to protect your family.
Skills Alignment
Are you aligned with your business goals and plans? Do you know your natural skills? Knowing your natural skills is an extremely encouraging benefit. Let’s move you forward TODAY!
Back To Basics
When we feel stuck, we can’t move forward with our plans, right?! If you need a NEXT STEP plan for your family or your business, plan for a business consultation with Kelly.
My Services
We provide expert guidance for individuals, business partners, and families looking to protect their personal and business legacies. Whether you're taking the first steps in planning, refining your strategies, or implementing a comprehensive approach, we offer tailored solutions to help you achieve financial security and peace of mind. Our services range from personalized consultations to strategic planning sessions, all designed to support your long-term success.
Personal & Business Legacy Review
A complimentary 30-minute consultation is available via Zoom or in person with a commitment to a Next Steps planning session. This offer is exclusive to new clients.
Next Step Plans
This plan is designed for individuals, business partners, or couples to help advance your financial and business journey. It includes a comprehensive review within the Protect and Prosper framework, a customized 30-60 day implementation plan, and updates to key legal documents. Your financial planner or CPA can join, with an option for a single two-hour session for added flexibility.
Business Planning Review
A no-obligation 30-minute Zoom or phone consultation for entrepreneurs to review their business and estate plans, ensuring long-term protection and continuity. For an in-person meeting, please call Kelly’s office to coordinate.
Personal Estate Planning Review
A no-obligation 30-minute Zoom or phone consultation to discuss your current or future estate plans and ensure they align with your goals.
Implement Plan
Designed for those ready to take action, this plan provides a strategic review, a 30-60 day implementation roadmap, and updates to key legal documents. Financial planners and CPAs are welcome to participate, with flexible session options available.
Protect & Prosper Plan
Comprehensive planning for individuals, business partners, or couples looking for strategic financial and business guidance. Includes a tailored implementation strategy, long-term goal planning, and optional extended session formats.
Team Group Advance
Planning Event
Customized planning sessions for groups of five or more, tailored to their specific needs. Industry professionals included based on group interests. Contact us for details.
Protect Your Family
Customized planning sessions for groups of five or more, tailored to their specific needs. Industry professionals included based on group interests. Contact us for details.
Coming Soon!
This online seminar offers valuable guidance on estate and business planning, giving you the tools to protect your family and your future.
Join us for short, manageable videos, practical handouts, and a LIVE 30-minute follow-up Zoom session with Kelly.
Connect with us today for upcoming dates and times!
Watch & Learn
Gain essential insights through short, manageable videos designed to guide you through estate and business planning.
Get Practical Tools
Access downloadable handouts with actionable steps to help you apply what you've learned.
Connect Live
Join a LIVE 30-minute Zoom session with Kelly to get personalized guidance and answers to your questions.
Take Action
Use what you’ve learned to start protecting your family, your business, and your future.
Let's Stay Connected!
Kelly’s mission is to create a plan for her clients that Protects and Prospers. As an Entrepreneur, Lawyer, Exit Advisor, Military Wife and Military Mom, she understands the importance of protecting family time, building a lasting legacy and impacting future generations.
