Getting Started

Estate and Business Planning should be much more than receiving a stack of one-size-fits-all documents.  Quality planning involves considering yourself, your loved ones and your property, and then thoughtfully mapping out your goals in light of the tools and techniques that are available.

To help our clients begin to focus on goals, we provide them with Planning Foundations and ask that they complete the form and bring it to our initial conference.  For your convenience, this form is contained within this menu.

You can view a listing of the available planning strategies on our Life Planning Strategies wheel which is also in this menu.  This is an overview of the various tools and techniques that can be put in place to achieve your planning goals. 

Clients will benefit greatly if we retitle their assets to be integrated into their planning.  It has been accurately said that approximately 80% of planning depends on the proper titling of assets.  Accurate and complete information is essential in the planning process.  To help clients catalogue their holdings, we use our Funding Worksheet.  This form will describe all of your property, including but not limited to, your bank accounts, investment accounts, retirement plans, insurance policies, business interests, and real estate.  This information will be used throughout the planning process.