A real life plan incorporates every aspect of your life. When we build your life plan with you, we realize that it is a dynamic plan. We use technology combined with our planning expertise to capture the baseline of your plan. Our planning approach allows for making changes and testing different scenarios as required.
A life plan doesn’t end for our clients and their family. Even after they have passed, there is still work to be done around the estate plan and it morphs into the plan for their legacy, whether that is the next generation or philanthropy.
Throughout our relationship with you we will constantly be asking and revisiting the answers to these three questions:
We have found this approach allows us to best fulfill our fiduciary duty to act in your best interest.
We are happy to take you through our process to determine if we can be helpful in building, executing and monitoring your life plan with you. This would involve having you come in for a Discovery Meeting, where we will learn about your life and your goals.