Our Strategic Planning Session is the initial consultation to get any of your work done with us!

Scroll to the bottom for more information on how to schedule your Strategic Planning Session.


During your Strategic Planning Session,

Mike takes the time to get to know you and your specific situation, no matter how simple or complicated everything might seem to be. All of our clients are unique and have different needs! Mike is here to listen to you during your Strategic Planning Session.

Bring all the questions you might have! 

Mike answers them all for you and makes the best recommendations based on your meeting with him.

He explains everything thoroughly,

Depending on what is going on in your life, you will learn about any obstacles that might get in your way. Mike makes sure to protect you and your family and never leaves important information from you during your Strategic Planning Session.

Have existing documents in your back pocket that may need some review?

Mike is more than happy to check those out prior to your Strategic Planning Session! It is very important to Mike that you are always up to date with your planning so that you will be prepared for anything unexpected!

 When you schedule your appointment with us, 

At no extra charge, we provide detailed information and written materials that will be very helpful for you during your process here at our firm, including his book, Planning Ahead and some extra goodies! For more information on how the process goes after the Strategic Planning Session, see our 10 Step Process

Within 1-2 weeks, after your Strategic Planning Session, 

You will receive a package with set recommendations that Mike personally creates for you that would best fit your needs!


- Our Strategic Planning Session is a 1 hour office meeting.

- The cost is $299 for the hour.

- The cost is credited towards the work you get done with us.

- For more information visit here!


To schedule your Strategic Planning Session, 

please call our office at 978-657-7437.

Or go here to schedule online!

Please note: You will receive a wider range of availability if you schedule by phone.


 

Michael Monteforte, Jr.
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People come to me in trying times and when I tell them I can help them, the weight falls off their shoulders.