We got you.
your family's future
Is Layari right for me?
We work with individuals and families with thriving careers, just when life is starting to get really complicated.
Our clients are interested in:
Making the best choices with their money
Starting or expanding a business
Learning more about investing
Estate planning is (really) important.
An estate plan helps protect what you've built when you're gone.
We provide quick and affordable estate planning services to create:
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Trust
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Will
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Power of Attorney
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Health Care Directives
So we include it (at no extra charge).
Listening + Empathy
We foster a judgement-free zone where you can feel safe to talk through feelings + worries.
Listening is a core part of our collaborative process.
Questions + Answers
We want to hear all of your questions. You'll never feel silly for asking, because we welcome them all.
We'll ask a lot too, and always do our best to give you an honest and thoughtful answer.
Education
We want you to feel empowered to make better decisions.
We'll share information along the way so you can feel a part of the process.
the experience
1
all about you
What are your goals, motivations, and priorities? We'll have in-depth conversations about you and your family, share documents, and get everything setup.
2
research + discovery
Time to run the numbers. We'll look through everything you've sent, run projections, and share initial findings with you.
3
ready, set, action
We'll deliver our actionable plan, crafted around your goals. We'll also educate you on making decisions so you'll feel more confident going forward.
4
next steps
We'll be there for you. After our last meeting, we'll check in on you. You can call us too! We can also help make the moves with our guardian service.
means
access to the expert, whenever you need.
We want to be your go-to. So you'll always be able to contact your planner and get the answers you need.
Financial Dashboard
You'll get access to a robust suite of tools through Monarch Money.
Professional Collaboration
We'll work directly with your other professionals: accountants, lawyers, and others (as needed).
Estate Planning
We'll setup your trust, will, and power of attorney, with our LookForward service.
