Meet Your Estate Planning (Life & Legacy Attorney)
Mission Statement
To empower our clients to live financially fulfilling lives and establish meaningful legacies.
Value Statement
To become the premiere estate planning firm that delivers state of the art life and legacy plans that elevate our client’s financial lives for generations to come.
Values
Lifetime learning, client centered, positive and inspirational environment, efficient and effective execution, integrity above all.
Our founder's story
I am an estate planning attorney (I have coined myself a life & legacy attorney since I can do so much more than just estate planning), licensed to practice law in both the District of Columbia and the Commonwealth of Virginia. I am also licensed to sell life & health inurance , long-term care insurance and annuities. I began my career as a financial advisor working for large banks and insurance companies. As I met clients from all over the world, I saw the need for both wealth building and estate planning more and more. Law school later in life was a way for me to transition from just helping my clients to build their financial lives to also being able to help them establish the life and legacy that they always dreamed of for themselves and their families through comprehensive estate planning. I enjoy helping my clients to navigate the confusing field of estate planning and to build financially fulfilling lives now using retirement planning tools such as life insurance, annuities, and long-term care insurnace, and help them leave a legacy using estate planning tools such as wills, trusts, and other documents for both death and incapacitation. In my sparetime, I enjoy cooking big meals and spending quality time with my family (husband, 2 daughters, 1 son, 1 son-in-law, 1 step-son, 1 yorkie). I also enjoy traveling the world, working out, brunch with good friends, and a good wine and chocolate. Education: Bachelors of Business Administration- Davenport University Juris Doctor- University of the District of Columbia- David A. Clarke School of Law
Our
Story
Get to Know Us
Reflections Life Planning LLC (RLP) was founded in 2017. It started with a few educational videos and grew in 2021 to a full service boutique estate planning firm serving D.C. and Virginia.
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RLP was founded on the principle of empowering our clients to live financially fulfilling lives and establish meaningful legacies.
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Our main clients are blended/step families, pre-retirees (typically about 3-7 years out from retirement), and single parents. However, we serve all types of families, including traditional nuclear families, LGBTQ+, singles and more.
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The bulk of our business is estate planning, which includes drafting wills, trusts, durable powers of attorney, medical directives, and other estate planning documents. We also provide retirement solutions such as life insurance, annuities, and long-term care insurance.
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We deeply value our clients and commuity relationships. We also believe in providing top notch service and being there for our clients to prepare them for whatever life may throw their way.