Wealth Management Workshop Response

This workshop presentation is designed to guide you through an interactive process to confidentially craft your own wealth management plan, to identify open threats or opportunities regarding your wealth, and to adjust your plan in the future consistent with the needs and wishes of your significant other, regardless of the differences in your “money personalities.” The components of the financial plan are: defining your family mission, vision, and values, understanding your money personalities, and determining what you want to achieve with your money. A comprehensive plan can then be developed to address: estate planning, cash flow and debt, taxes, investments, insurance and asset protection, navigating future economic conditions, a future windfall or financial calamity, and guiding your children whether they are young or are adults.