PREPARE

Preparing for your strategy session

A few minutes now makes the meeting far more useful.

Checklist

  • Find a quiet place with a good connection, and test your video link a few minutes early.
  • Gather a rough list of what you own and who you want to provide for. Estimates are fine.
  • Complete your online intake if you have not already.
  • Write down your top three questions.

Questions before your meeting? Call (626) 898-9195 or email info@woodlegalgroup.com.