CAVA & FAULKNER
http://www.cavafaulkner.com/
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: California
Hi: As an estate planning firm, we focus our practice helping individuals and families
create a secure legacy for the people they love the most. We collaborate with clients, ensuring they make the best legal & financial decisions during their lifetime to best
protect themselves and their loved ones. Each plan must meet the unique needs and goals of the client, while preserving family traditions and beliefs. Our estate planning practice specializes in family protection, wealth preservation and family values-based planning. We create plans for unmarried couples and individuals. No matter where you are in life, just starting out or enjoying a blissful retirement, married or single, we will carefully guide you to create a plan meeting your goals for your loved ones today and for years to come. At Cava & Faulkner, we spend a great deal of time getting to know and understand our clients so as to create a custom plan just for them. We educate our clients on how to their plan works so that they are empowered with knowledge going forward to make sure their plan will always work. Come see us. We are happy to support you with your estate planning needs!
Christine swam competitively from the age of 7 until she was 22. Christine was named All American Athlete and also inducted into the Sacramento Athletic Hall of Fame for outstanding performance and commitment. Christine is married with two amazing sons, Daniel & Cameron.
Christine graduated from New York Law School in 1990.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Complete the form below to reach out and schedule your 15-minute discovery call.