After my Dad passed away in 2015 I realized just how unprepared my wife and I were for any life event. Sure, we had life insurance in place for both of us, but that was it. We did not have any of what I call the "Planning Pieces" in place. Once I realized how unprepared we were, I got busy putting our Life Plan together. Today, we are prepared for whatever life may bring. Our children will not have to worry about spending any time is probate court fighting some family member over our estate.

Over the course of approximately *6 months we will work together to define and protect what matters the most to you and help you with building your Authentic Wealth. We will then create a Life Plan that you can implement to make sure you are prepared for both expected and unexpected Life Transitions and also help you with pursuing your passion and discovering your life’s purpose. Your Life Plan will consist of;

• Comprehensive Investment Analysis
• Expense Reduction Plan
• Basic Estate Plan/Completing All Planning Pieces
• Authentic Wealth Building Plan
• Retirement & Investment Plan
• Education Savings Plan
• Debt/Credit Repayment Plan
• Mortgage and Other Major Purchases Plan

After we have developed and reviewed your Life Plan you may choose to discontinue our Services and implement the plan on your own or continue to retain our Ongoing Planning and Consulting services and receive;

• Plan implementation assistance and adjustments (via phone or video call)
• Annual health insurance enrollment assistance
• Direct access to your Wealth Manager as urgent or important financial questions and/or Life Transitions occur
• Financial Coaching, guidance and accountability to ensure your progress on building your Authentic Wealth (via phone, video or email)

I look forward to getting to know you and your loved ones and helping you with Defining, Protecting, Building and Managing your Authentic Wealth. If you have any questions feel free to contact me, thank you. 

 * The number of months required for Plan Development and Review are dependent upon the complexity of a client’s situation and needs, responsiveness to completing and returning documents and their participation in the planning processes.