video1.0<iframe src="https://www.loom.com/embed/4675ef16393749ee88007284902f2eb2" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/4675ef16393749ee88007284902f2eb2-b3f78d546b546499.gif597.315In this video, I walk you through the entire process of working with me virtually, from the initial consultation to the final steps of funding a trust. After our consultation, you'll receive an engagement agreement and an invoice, followed by access to a client portal filled with important questions and educational resources. I emphasize the importance of collaboration, as your input is crucial for creating a personalized plan. Please make sure to review the design overview after our meeting and let me know if you have any questions along the way.