If you want my direct “face – to – face” / “hands on” advice (by computer screen sharing or video conferencing over the internet) about your own specific Retirement and Estate Planning to help you complete it, I am happy to do that.
We will sign a “Retirement & Estate Planning Coaching Agreement” which makes it clear I am not providing Legal Services. That means our dialogue is not “Privileged Communications”.
However, I am still bound by my own obligation to keep your information confidential. Let me know if you want a copy of my Coaching Agreement and I will send it to you so you can review it. My fees for coaching are calculated at $75.00 per hour with a retainer of $500.00.
What happens in Coaching?
Coaching includes direct “face – to – face” communications by computer screen sharing or video conferencing; in addition to emails. I will look at your current documents and give you my comments and suggestions. You can get my help in filling out my ESTATE PLANNING GAME PLAN and ROSTER forms. And I will answer your direct questions.
Most important, I will help you find a good Retirement & Estate Planning lawyer in your area. Further, I will be glad to have some direct conversation with that lawyer to help you get started with them.
[CAVEAT: The communications your lawyer has with me may not be “Privileged Communications” opening the lawyer up to be subpeonaed by someone or the government coming after you. So, if you have information you want protected we will have to be careful about that.]
Do I need coaching?
You do not NEED coaching. However, some people want and prefer direct “hands on help” in addition to whatever questions are answered on my Blog.
Remember that much of what I do; a good Retirement & Estate Planning lawyer or CPA will do for you as well. So, coaching is available if you want it and I am happy to give it.
But, you might get all the guidance you need from my Blog and by using my ESTATE PLANNING GAME PLAN & ROSTER and do very well with the other professionals you hire.
What if I buy a Financial Product from you?
State insurance laws in Florida (at least) do not allow “rebating” (which would be a discount on premiums). Where allowed I will give you a credit on hourly fees (to the extent of commissions I earn) if you buy an insurance or annuity contract from me.
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This is all devoted to guiding you to complete your own Retirement Planning, Estate Planning and Closely Held and Family Business Planning; and you gaining the Peace of Mind that comes from knowing your own future is secure and your family is protected. I help you by coaching, not teaching, so you can complete the work you need to do.
Join in! Ask Questions! Comment on my Blog posts. Most important, get to the Peace of Mind that happens when you complete your Retirement & Estate Planning. Get free “The 9 Safest Ways to Build an Income that Will Last the Rest of Your Life“ and updates of new Blog Posts and other important information by completing and submitting the form below. Also join me on my SCOTT F BARNETT CONSULTING YouTube Channel by CLICKING HERE.
DISCLAIMER: Since I am a member of the Florida Bar I should make it clear interacting with me on this site does not create a lawyer/client relationship. If I would enter into one, it is only after we sign a written agreement setting it up. I am more than happy to help you find a good lawyer when the time comes. I am retired from law practice and now focus on this blog and the matters I discuss in it. (CLICK HERE to see the PRODUCTS & SERVICES page.) Thanks for understanding.
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