Our Strategic Planning Session is the initial step 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,

Attorney Michael Monteforte takes the time to get to know you and your specific situation, no matter how simple or complicated. All of our clients are unique and have different needs. Michael is here to listen to you during your Strategic Planning Session. Bring all the questions you might have! Michael will answer them for you and make the best recommendations based on your meeting. He explains everything thoroughly. Depending on what is going on in your life, you will learn about obstacles that may get in your way. Michael makes sure to protect you and your family and never leaves important information from you during your session.

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

Attorney Michael Monteforte is more than happy to check those out prior to your Strategic Planning Session! It is very important to Michael that you are always up to date with your planning so that you will be prepared for the 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. This will be mailed to you prior to your session with Michael so you are able to take time and read more about our firm and our process.

For more information on how the process goes after the Strategic Planning Session, see our 5 Step Process. 


- Our Strategic Planning Session is a 1-hour meeting with Attorney Michael Monteforte.

- The fee for this meeting is $299.

- The cost is credited toward any work you hire us for within 90 days of your session.

Within 1-2 weeks, after your session, you will receive a package with recommendations that Michael personally creates for you that best fit your needs!

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.


Introducing Touchless Legal Services! 

We are now offering all of our legal services, from start to finish, using video conferencing. You can get all the legal help you need, without ever having to come into the office! This service is available to you at no extra cost but provides the extra safety you may be looking for.

Want to come into the office? No problem!

For those who prefer the face to face interaction, we have new safety procedures to accomplish that.

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.