Traditional planning may set you up to fail
The Financial Planning Industry is failing to provide you with the resources you need to make an impact
After 25 years and thousands of conversations advising clients
I have found that people are eager to learn that:
- With proper planning, you can redirect taxes to causes you care about
- A Designed Contribution means that you can make a far greater impact than you ever dreamed possible
- You can use your Will and Estate plan to engage your family and communicate your values
Barriers keep you unaware
Silos in the financial planning industry can waste resources and jeopardize the achievement of your goals. Creative solutions may not be offered. Barriers to communication can inflict serious harm if left unchecked.
Conflicting Advice leaves you uncertain
Opinions abound. Information is plentiful. Abundance of views may leave you applying strategies that do not align with your objectives and may conflict with your values.
Without your why, you may be uninspired
Lack of a clear purpose may leave you without direction and clarity about what you want to accomplish. Key solutions may be ignored if there is not a clear set of desired outcomes.
7 Steps to Your Legacy of Love
Define
Clarify what is important to you
Dream
Imagine the impact you want to make
Defend
Protect your retirement income by stress testing the plan
Decide
Consider the options & create your plan of action
Develop
Apply chosen strategies
Direct
Create a written plan & share it with those you care about
Deliver
Monitor & tweak the plan
Your First Step
Invitation to exploration
30 Day deep dive into your needs and determination of the required service level
Includes your money back happiness guarantee
30 Day deep dive into your needs and determination of the required service level
Includes your money back happiness guarantee
Service Levels
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Expedited estate plan
Where the implementation of a single strategy is outstanding
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Evolved retirement & estate plan
Planning and implementation are required in situations of increased complexity
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Essential retirement & estate plan
Planning and implementation are required in situations of limited complexity
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Concierge
Comprehensive planning and implementation are required in complex situations
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