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Life Planning

There is no harm in hoping for the best as long as you’re prepared for the worst.  Don’t wait for a crisis to be your motivation to get organized and have your affairs in order.  

Life Planning is about preparing for a world clients may find themselves in.  Consider the following:  

  • Have you provided anyone with a written set of instructions on how to handle your affairs?
  • Does your support team (family members, friends, loved ones) have ready access to all of the information they need to assist you?
  • Would that person be able to accurately and easily answer questions regarding your medications, known allergies, primary care doctor, insurance plan, health care wishes, etc?
  • Are you faced with issues and questions around aging such as diminished capacity, cognitive decline, arranging for care, or elderly abuse and need options or information?
  • Do you have a central repository that is organized, accessible, and secure to store important information pertaining to you?
  • Have you personally experienced the process of having to settle a loved ones estate?

Guiding clients through the legal, financial, healthcare and personal decisions of life planning can reveal cracks in their financial foundation—ones you are well positioned to fix today.

Building Your Legacy

A four-step framework for building a personal legacy.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?