Financial and Legacy Planning
Your legacy is the way you lead your life, not just what you leave behind.
You aren’t just looking for a financial advisor who manages your dollars. You want a financial relationship that helps you create your vision, opens doors, and shows you how to do more with what you have.
You want to understand the process and feel empowered and in control, with peace of mind about the future knowing you’ve planned ahead.
You CAN carve out a financial path that aligns with your core values, and it begins with considering:
What are you trying to accomplish with your life?
What is important to you?
What do you need to change in your life to make your dreams a reality?
Everyone should have the opportunity to build wealth, and your investments need to be designed for your real life.
What we do with our money has the power to change our lives – and the world.
I can help you with
Financial Planning
Get practical, easily understandable information that focuses on incorporating your values into the planning process. Live your best life and build your wealth.
Inheritance Planning
Make mindful and caring decisions about your inheritance using my unique 5-step process. Be more philanthropic while reducing tax – give more and pay less.
Estate Planning
Avoid financial disagreements after your death. Get expert guidance to sort through your options and have time to make sound decisions.
Charitable Giving
Who do you want to benefit from your estate when the time comes? Planned giving can provide significant tax reductions and provide legacies for the causes you care about.
Here’s How To Work With Me
1
We discuss your unique situation and goals
2
We create a clear plan for your financial journey
3
You feel confident, secure, and sleep well at night!
Financial and Legacy Planning Resources
Estate and Legacy Planning: From the Simple to the More Complex – Part 2
In Part 1 of our journey through Estate and Legacy Planning, we explored the heart and head of this intricate process, delving into the profound...
Estate and Legacy Planning: From the Simple to the More Complex – Part 1
Estate and Legacy Planning are often misunderstood because of the number of rampant myths and misconceptions that obstruct our ability to find our...
Celebrating 25 Years: Exploring The Past, Present, and Future
I remember it clearly, as though it was just yesterday, hearing my Financial Planner, Lise Allin, say to me, “We need people like you in financial...
More is possible with your money, assets and wealth than you thought.
Make confident, meaningful decisions with your money, and maybe even change the world doing it.
