The Felix Trio Framework
One relationship. Three connected solutions.
The FELIX Trio Framework brings together education, real estate, and protection so every decision is supported from the first step and beyond.
Featured Workshops
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Probate & Inherited Property Workshop
A step-by-step overview of the probate process, inherited property considerations, and the real estate decisions families may face when managing an inherited property.
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Divorce & Home Decision Workshop
Learn how divorce may impact your home, equity, timing, and housing options while preparing for informed decisions during this transition.
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Professional Roundtable
A collaborative discussion for attorneys and professional advisors focused on real estate considerations, client resources, and strategies for supporting clients through major life transitions.
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Homeownership Essentials & Protection Planning Workshop
A practical guide to understanding the responsibilities of homeownership, protecting your investment, and planning for long-term financial stability.
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