Schedule Online

Congratulations. I’m assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you.

We know your time is valuable so we have designed a simple and streamlines three-step process for you.

Step No. 1: Get Educated

Learn what every parent needs to know… Request exclusive access to our free educational webinar and you’ll discover the three biggest fears when it comes to doing this important legal planning, the secret to protecting your children’s inheritance from lawsuits and divorce, and exactly what the process is and how much it costs (no holds barred).

Step No. 2: Unlock the Online Scheduler

As soon as you watch your free webinar, you’ll unlock the online scheduler to book your Family Wealth Planning Session with David personally. Availability is limited as David only takes a few clients each month, so schedule right away.

Step No. 3: Attend Your Family Wealth Planning Session

Estate planning has never been so easy. Attend your Family Wealth Planning Session by virtual appointment. David helps families across the Hawaiian Islands and will help you design your tailored and personalized plan, leaving no stone unturned or question unanswered. Your family deserves it.