We start by conducting an in-depth assessment to uncover your wealth planning needs and create a plan that provides a framework to achieve your goals for each dimension of wealth.
Legacy planning encompasses the same elements of prosperity planning, but takes the conversation a step further. This service gives you access to the Legacy Life Planning workbook, which guides you through key questions regarding your second half of life, your succession plan, and the stories and values you want to pass on to the next generation. We also provide recommendations for next steps, including legacy letters, videos, or family meetings.
Whether you choose Prosperity Planning or Legacy Planning, we recognize successful financial planning puts your story at the center and accounts for those aspects of life that matter most to you. Keeping in mind your needs at each stage of life, we break down your plan into manageable components: