Insurance Planning:
Income and asset protection: Are your needs for life insurance, catastrophic loss due to long term care, property losses, liability issues and disability protection being covered in the best way at a competitive cost?
Estate Planning / Charitable Giving:
Does your will match your wealth transfer wishes? Are your assets titled correctly and have you set up appropriate beneficiary designations? Have you established and funded all the necessary trusts? Do you need and have a power of attorney, a health care declaration, and a living will?
Financial Independence Planning:
Does your will match your wealth transfer wishes? Are your assets titled correctly and have you set up appropriate beneficiary designations? Have you established and funded all the necessary trusts? Do you need and have a power of attorney, a health care declaration, and a living will?
Personal Paradise:
What money values have you developed? Do you find satisfaction in your career or activities after retirement? Do you have passion in your life? Are you spending time with the people you want to spend time with? Are you spending time doing the things that truly make you happy? How would you live your life differently to experience more passion and fulfillment? How do you need to manage your finances to be able to fund your ideal life?