Your planning relationships
People you can talk to. Roles you can understand.
Planning works better when you know who is responsible for the advice, the documents and the follow-through.
Mike Dyal
Providence Planning · planning coordination
Your point of contact for connecting the pieces.
Mike helps individuals, families and business owners organize estate planning priorities alongside financial, retirement, tax and business questions. He coordinates with your existing professionals and the specialists needed for your situation.
Start with your goals and what has changed. Together, you can identify missing information, responsible professionals and the next steps.
Talk with MikeRelated Providence resources
Providence Capital — financial and insurance services
Providence Tax Partner — tax and business services
Work is scoped and engaged through the appropriate provider.
Ciara E. Lister, Esq.
Gulf Coast Law PA · independent legal counsel
Estate planning counsel within your coordinated team.
Ciara is the founder and managing attorney of Gulf Coast Law PA. Mike works with her as attorney of record for estate planning matters. Her firm’s published biography identifies estate planning, real estate transactions and probate as practice areas, and Florida and Nevada as her licensing jurisdictions.
Your initial consultation is with Mike. When legal services are needed, he coordinates the introduction. For each engagement, counsel confirms the appropriate jurisdiction, scope, fees and any need for additional local counsel. Her inclusion here does not establish an attorney-client relationship.
Source: Gulf Coast Law PA attorney biography • Naples, Florida
A thoughtful plan starts with a conversation.
Tell us what matters to you, what has changed, and what feels unfinished. We’ll help define your next step.