How cool would it be to have an advisor who thought about more than just your finances? Of course I care about the long-term security that wealth brings my clients. But I’m just as concerned about the day-to-day confidence you feel. And I know how to deliver it. Our practice is focused on helping you prepare for the future in every way with practical tools delivered alongside our strategic advice. One key example is something we call:
Getting Your House in Order:
Do you know where all your most important documents are in case of emergency?
Does your family know your hopes for the future and the plans you’ve made?
Do others know how to make critical decisions for you in a crisis?
When you get you house in order, you know the answer to every important question.
Put everything in place for the New Year. The emotional and practical reward is far greater than you imagine. Together, we’ll go over our list of 38 vital documents that need to be in one place, tell you why they’re so important, and organize them for you in a new fireproof safe.I’ll even review the documents to assure everything is up to date and accurate.
Getting Your House in Order is a powerful first step to financial planning and achieving the peace of mind you’re looking for. Let’s have a quick talk about it and see if it’s right for you. If so, you’ll be amazed that a process that only takes an hour or two can be so meaningful.
The most common question about Getting Your House in Order is, “Can’t I do this myself.” The answer is another simple question — “Have you done it yet”?
PERSONAL UPDATE
Christmas was the best ever. CJ and Emily (oh, and Tucker and Cooper) all enjoyed the magic. Kathy and I had more fun than when we were little! It was great reminder about how simple things can bring so much joy.
