Welcome, Webinar Guest

Glad You Could Join Us Today.

You've already taken the most important first step toward protecting your family. And because you joined us live today, you've unlocked an offer reserved just for webinar guests — here's how to claim it.

Book My Free Consult Call

Webinar Attendees Only Who You'll Talk To Nicole Ott, Lead Intake Coordinator at Monteforte Law

Nicole Ott Lead Intake Coordinator

Webinar Guest Offer

Your First Step: A Free Call With Nicole

As a thank-you for joining us today, book a free one-on-one call with Nicole, our Lead Intake Coordinator. She'll learn your goals, walk you through pricing, and help you take the next step.

A real conversation — Nicole learns your goals and answers your questions.
Flat-rate pricing, up front — clear costs, no surprises.
Your webinar rate — on your call, Nicole can set up your Strategic Planning Session at $450 (regularly $1,000) — credited toward your plan, so it’s effectively free — and your session includes a complimentary Wealth Organizer.

We don’t just hand you documents. We design it, implement it, and maintain it.

Webinar guests get priority scheduling — spots fill fast.

Guaranteed: you leave your Strategic Planning Session with a clear, written plan for your family — or you don’t pay.

Prefer to call and book over the phone? Reach us at 978-657-7437

Takes about a minute to book
Easy to reschedule if something comes up

While You're Here

The Monteforte Law team reviewing planning documents with a client

Bring Your Other Half Up to Speed

Book your free call above today — then share this companion guide with the spouse or partner who couldn’t join us, so they catch up fast and you both walk into your call already on the same page. It’s here to move you forward together, not a reason to wait.

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