FROM THE UNEXPECTED TO WELL-ORCHESTRATED LIFE-CHANGING EVENTS, WE CAN CREATE A STRATEGIC PLAN THAT WILL HELP KEEP YOU ON THE RIGHT PATH.

As our relationship with you grows, so does our knowledge of what your best interests are, and how to protect them. We are committed to helping you be prepared for challenges as well as victories so you can live life to the fullest.

Below you will find some questions and key focus areas with which we can help.

MULTI-GENERATIONAL WEALTH PLANNING:

How can you help my children and grandchildren who have very different needs from my own?

How can I develop a family mission statement and meaningful communication with my heirs?

Are there income and estate tax strategies that could be beneficial if used?

What is the right way to transfer my financial assets, closely held business and/or real estate?

Can you help us with a plan to share life lessons, ethics, memories, stories, customs and traditions?

How can I leave a legacy, beyond my next of kin, through smart gifting to favorite charities?

What is the most ideal way to reduce friction within the family if I am no longer able to serve as matriarch or patriarch?

CAPITAL READINESS FOR BUSINESS OWNERS:

How do I best prepare my business for capital readiness?

What does financial independence mean for my family and what is the right path to achieve it?

If I transition my business to my children, how do I fairly treat those not in the business?

What resources do you have that can help my business become stronger and more profitable?

What should my exit plan look like and how do the various business transition options affect my family, both economically and tax-wise?

Can you help me with strategies to run a more efficient and profitable business today as I look toward slowing down and/or transitioning out of the business in 3-5 years’ time?

SIGNIFICANT LIFE TRANSITIONS:

How will a divorce affect my wealth and lifestyle?

Am I financially prepared if something happens to my spouse?

What will happen if I change my career?  Can I retire?

Can I support my aging parents?

What if I lose my health?

What special legal considerations and documents are needed for my situation?

WOMEN IN TRANSITION:

How can I maintain my financial independence?

How can I raise money-smart kids who have ambition and don’t feel entitled?

Am I prepared for an unexpected event like the death of my spouse or a divorce?

INTELLIGENT AGING:

How can I avoid the many pitfalls of aging poorly?

How do I balance the location in the country that I prefer in the go-go, slow-go and no-go years with my ability to maintain a comfortable financial safety margin in all 3 stages?

Do I want to age in place in my current home, a downsized home or at a retirement community? Which is right for me? Which can I afford?

Is my estate plan in good working order or how can I improve it?

How can I better prepare myself and my family for what lies ahead?

RETIREMENT READINESS:

What can I do to prepare for a good retirement both financially and psychologically?

Will my ideals for retirement live up to my expectations?

Will I be prepared for unexpected health or family issues?

What if I don’t want to retire fully? What then?

SUDDEN MONEY:

How can I handle the responsibilities of sudden money?

What is the right way to deal with my new wealth, emotionally and financially?

EMERGING WEALTH:

How can I make the most of my peak earning and wealth accumulation years?

Are there tax strategies that could be beneficial if used?

What’s the best way to save for and pay for my kids’ college educations?

Am I creating a risky situation by being overly concentrated in my own business or my employer’s company stock?

Should I buy or lease my vehicles? Purchase a vacation home? Become a landlord?

What’s the difference between good debt and bad debt – and how can we best manage our cash flow as we navigate life’s twists and turns?

If I save aggressively and invest wisely, could we retire early – by, say, age 50?