Co-Create Plan

If your current tax, estate, and financial plan is not in-line with your goals and objectives we work with you to help you accomplish it.

Discovery & Orientation

Everybody has a unique Story. During our first meeting together we spend the time getting to know your current tax, estate, and financial position along with your goals and objectives.

Complete Homework

After our first meeting if you are unsure of something and would like us to have a better understanding of it for our next meeting, we simply give you a homework assignment to help you remember.

Dry Probate

During our second meeting you have the opportunity to “die on paper, before you die in real life.”  We walk you through each of your assets and talk about how each one will be treated for tax, estate, and financial purposes.  

In addition, we create a survivor analysis because we never know which spouse will pass away first.  Many people are surprised to find that when their spouse passes away there is a drop in income, but expenses typically stay about the same.

Co-Create Plan

If your current tax, estate, and financial plan is not in-line with your goals and objectives we work with you to help you accomplish it.

Deeper Dive

As we co-create the plan, we oftentimes need to dive in deeper to particular areas of the tax law or financial vehicles to help clients understand how they operate.

 We continue to talk about the “what if’s” that could possibly occur.  What if you were to get sick?  What if the stock market crashed?  What if you lived to be 100 years old vs. if you passed away today?  Life is dynamic and your plan should be too.  

We want to try and think through every possible scenario, so that we are ready for whatever life throws at us.  Together, we go as deep explaining things as clients would like until they feel comfortable with their plan.

Fund Accounts

If it is necessary to move or retitle assets to align your tax, estate, and financial position with your goals and objectives we hold your hand through the whole process.  

Tax Strategy & Preparation

People generally pay between 20 – 45% of their income in taxes.  As we create a tax strategy and prepare your taxes we can oftentimes limit or eliminate taxes on your investments and social security.

Estate Planning

A typical estate plan consists of a trust, will, power of attorney, and an advanced directive.  Although your legal documents can guarantee that your assets go to your named beneficiaries, it cannot guarantee that you’ll have any assets.  We can help align your estate planning documents with your goals and objectives.

Documents SAFE

In culmination of aligning your tax, estate, and financial affairs with your goals and objectives we present your Document SAFE (Summary of your Affairs Financial and Estate).

Return Regularly

We recognize that goals and objectives change, family dynamics are dynamic, and laws are consistently in flux.  Therefore, many clients appreciate an opportunity to regularly return, review, and refine their plan together.

Review

We recognize that goals and objectives change, family dynamics are dynamic, and laws are consistently in flux.  Therefore, many clients appreciate an opportunity to regularly return, review, and refine their plan together.

Refine

We recognize that goals and objectives change, family dynamics are dynamic, and laws are consistently in flux.  Therefore, many clients appreciate an opportunity to regularly return, review, and refine their plan together.