Who We Are
We are a boutique estate planning firm that takes joy in serving our clients through estate planning- creating wills, trusts, durable powers of attorney, medical directives, living wills, and other estate planning services, including some probate cases. We also serve our clients through helping with retirement planning, including life insurance, long-term care insurance and annuities. It is our greatest joy to speak with you about your unique needs by phone, email, videochat or in person.
Regardless of your circumstance, we want to talk to you about your financial life and the legacy that you want to leave. Book your 60-minute consultation or your 90-minute Life & Legacy Planning Session by clicking the Book Appointment button below.
How we serve you
We serve the District of Colulmbia, the State of Maryland (for life insurance, longterm care insurance and annuities only at this time), and the Commonwealth of Virginia. We offer all estate planning and wealth building strategies in D.C. and VA. Most people get started by clicking our "Book Appointment" link and book a Needs Analysis to determine how they would like to move forward. If you already know you are ready to move forward, book your 90-minute Life & Legacy Planning Session and submit your Life & Legacy Inventory.
Our Firm Prepares
You for Life
We understand that you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You may be raising children and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support. You want to know that you have made the best decisions for yourself and your family and that your plan will work when your loved ones need it most. At Reflections Life Planning LLC, we see wealth building and estate planning as two bookends to our client’s financial lives. Wealth building is how you handle your finances now during your life, and estate planning is how you plan for the day when you will pass the wealth that you have built down to the people and organizations that mean the most to you. We refer to this holistic process as life and legacy planning.
We Help Transfer
Your 'Family Wealth'
We believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets. These assets are what make you who you are, and sum up what’s most important to you. A survey of inheritors has revealed that what your family cares about even more than inheriting your money, is Inheriting these intangible assets. We’ve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I can’t go into all of the details here, but we will definitely talk more about it when you come in for your Life and Legacy Planning Session.
Book Your Appointment now!