If you think this all sounds like it’s going to be expensive, well, you're right and you’re wrong.
I can guarantee you that if you qualify to meet with us that our overall fees will be substantially less costly than it would be for your family, partner or clients if you or a key partner or client died without handling these matters or if your business gets in a jam without these things being taken care of properly.
I’ve never had a single business owner who sincerely believed in this kind of planning and really wanted to put it in place for their business leave my office because they couldn’t afford it. We do our best to work with those clients because we know that this kind of planning is the foundation for a successful business!
We will be sharing items with you via Clio Connect for the duration of your case. Clio Connect is a secure portal where I’m able to share Documents, Calendar Events, Tasks, Bills, and Secure Messages. We are both able to see the information securely, making this the easiest, quickest and safest way to ensure smooth communication.
Inside the Clio Connect Account
You can navigate around by using the tabs at the top of the page. You will see the items that I’ve shared with you.
To learn about the various tasks you can accomplish, see below:
Like you, I know what it takes to be a successful entrepreneur. I have lived a life like yours. I have fought to succeed as a small business owner. Today, I advise, educate, direct and inform executives and business owners just like you. Most of all, I see businesses through a lens made from a radical combination of watching and living success and failure in business.
My fusion of real world and legal experience gives me a unique view so I can understand what “good enough” means to your business. I explain complex ideas and concepts in ways that make sense to you and your staff. I help clients like you each day. I can guide you through the most unpredictable or stressful business situations.
I will share my broad, practical, street-wise leadership with you. Working with growing, goal-oriented successful business people in my law practice is what I do!
The first time I share something with you, you’ll receive an email from Clio. It looks like this:
Click on the blue button and you will be taken to the screen to set up your Clio Connect account:
Fill out the fields that are on the screen and be sure to use the exact email address in the field that I used to share the item with you.
When all the fields are filled out, you can click on the green Sign Up link at the bottom of the page. This will bring you to the shared item.