We have developed our 360 LifeMap discovery program to create a wealth management plan built around your goals. Your personalized strategies are designed to help clarify your vision for the future, harmonize your work and life, create financial comfort, help protect your family, and build a legacy.
Clarify Vision & Future | Harmonize Work & Life | Create Financial Comfort | Help & Protect Family | Build a Legacy |
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Plan for the Future financial planning retirement income estate planning | Meet Basic Needs income planning expense budgeting social security corporate benefits | Simplify Finances investment & savings home & assets business succession | Help Children savings loans & gifting special needs learning about money | Executive Intentions wills and trusts POAs medical directives protect heirs |
| Ease Life's Transitions marriage/divorce birth/death leaving my home career & profession | Enhance Lifestyle vacation home family trips & events hobbies & leisure lease vs. buy | Reduce Taxes harvesting asset location restricted stock stock options | Assist Parents long-term care eldercare counseling medical & estate needs | Help Beneficiaries designations trusts & trustees valuation/projections |
| Live My Values clarify my mission give to community volunteer my time | Manage Health medicare/supplemental long-term care wellness & nutrition | Protect Assets insurance corps/partnerships buy-sells define benefit plans | Fund Education savings pre-paid tuition loans/grants/scholarships | Give to Charities planning & strategies low-basis investments tax-advantaged gift |
| Depending on your goals, needs and unique situation, the insights and expertise of the following professionals may be required. | ||
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