9 Steps to Financial Peace of Mind
How do you make sure that your estate plan, your financial plan, and your asset protection plan are all in proper order and working together to accomplish ALL of your goals/needs/desires if you don’t have a systematic way of putting a plan together?
If you have a plan in place now, did your attorney, CPA, financial planner, and insurance agent work together to put the plan in place?
Most people chuckle at the idea that all of the above-mentioned advisors would work together to create and implement a plan.
In our opinion, the ONLY way to get your financial/estate/AP plans in order is to have your entire team working together.
If you choose to use the Platinum Level option for help, that is what will happen and your plan will be fully coordinated with all team members.
- Step #1--Find your personal investment risk score (it's impossible to talk about investments without this)
- Step #2--Title/value/debt of assets—list all valuable assets and how they are titled (who owns them)
- Step #3—Provide PDF account statements of your current investment account(s) (brokerage, IRA(s), 401(k)s, etc.) Each one will be scored for risk!
- Step #4—Provide other documents to review (wills, trusts, durable powers of attorney, life insurance and annuity contracts, LTC, disability, buy/sell, etc.)
- Step #5—Provide your thoughts on taxes, estate planning, income planning, investment philosophy, legacy planning, business issues, etc.
- Step #6—A call with you to discuss your thoughts, needs, and desired outcome
- Step #7—A written plan is drafted by our team with specific recommendations
- Step #8—Call or Zoom meeting with you to go over the written plan and recommendations
- Step #9—These are implementation steps that will be outlined in the written recommendation
Our team will commit to this process but for it to work, we need your commitment!
If you know you are ready to move forward to get your financial/estate/asset protection plans in order and implemented, simply order access to the Platinum level of service. It will be the best $1,500 you’ve every spent (you will have peace of mind after this process is completed).
If you need more information or would like to talk with someone about this process, click on the button below.