Confidential Consultation
Your Situation Deserves a Serious Conversation.
A confidential, no-obligation consultation with Jim Fletcher is the first step toward understanding your exposure and your options. Every inquiry is handled with absolute discretion.
Who This Is For
Clients Who Have Something to Protect.
Jim works with a select group of clients — individuals and families with significant assets, business owners facing liability exposure, professionals in high-risk fields, and those who have received a legal threat or judgment. If you are uncertain whether your situation warrants a consultation, the answer is almost certainly yes.
High-Net-Worth Individuals & Families
Those with $1M or more in investable or business assets who want a coordinated protection strategy before a claim arises.
Business Owners & Entrepreneurs
Owners whose personal wealth is exposed through business operations, guarantees, or professional liability.
Professionals in High-Risk Fields
Physicians, attorneys, architects, and other licensed professionals whose personal assets are exposed to malpractice or professional liability claims.
Those Facing or Anticipating Litigation
Individuals who have received a demand letter, been named in a lawsuit, or have reason to believe a claim is forthcoming. Timing is critical — planning must occur before a claim arises.
What to Expect
A Structured, Confidential Review.
The initial consultation is a focused, substantive conversation — not a sales call. Jim will review your current situation, identify your primary areas of exposure, and outline the strategies most likely to address your specific circumstances.
Intake Review
Jim reviews your submitted intake form before the call so the conversation begins with context, not introductions.
Exposure Assessment
A candid discussion of your current asset structure, existing planning, and the specific risks you face — legal, financial, and structural.
Strategic Overview
Jim outlines the planning approaches most relevant to your situation, including which layers of protection apply and in what order.
Next Steps
If there is a fit, Jim will describe the engagement process, timeline, and what a comprehensive plan would involve. There is no obligation to proceed.
How to Prepare
Come Ready to Be Candid.
The more Jim understands about your situation before the call, the more useful the conversation will be. You do not need to have documents in hand — a general understanding of your asset structure, business interests, existing planning, and any pending or anticipated legal matters is sufficient.
A general sense of your total asset value and how assets are currently held (personally, in entities, in trusts)
Any existing estate planning documents — wills, trusts, powers of attorney — and when they were last reviewed
Business ownership interests, including entity type and whether personal guarantees are in place
Any pending litigation, demand letters, or known creditor claims
Your primary concern — whether that is creditor protection, estate planning, business succession, or a combination
Absolute Discretion
Everything Discussed Remains Confidential.
Attorney-client privilege attaches from the moment of your initial consultation. Jim does not discuss client matters, disclose client identities, or share any information about who he works with or what strategies are in place. Discretion is not a courtesy — it is a professional obligation and a core part of how this practice operates.
For Referring Professionals
A Trusted Resource for Your Clients.
Jim regularly works alongside CPAs, financial advisors, estate planning attorneys, and other professionals whose clients need asset protection planning that goes beyond what a generalist practice can provide. If you have a client facing significant creditor exposure, a pending legal matter, or a need for offshore or advanced domestic planning, Jim is available for a professional consultation.
Collaborative Approach
Jim works alongside existing advisors rather than displacing them. He focuses on asset protection and coordinates with your team on tax, estate, and financial planning implications.
Appropriate Client Profile
Clients with $1M or more in assets, significant professional or business liability, or a pending legal matter are typically the best fit for a referral consultation.
Referral Process
Use the form below and select 'Referring professional' as your primary concern, or contact Jim directly at jim@JimFletcherLaw.com to discuss a client situation before making a formal referral.
Request a Consultation
Begin the Conversation.
Complete the form below to request a confidential asset protection consultation. All inquiries are reviewed personally by Jim. You will receive a response within one business day.