Make an honest and thorough assessment of your entire financial health including investments, estate planning, legacy and goals

Determine your overall financial health and where to make adjustments to protect what you have already built

Create a step by step plan with check points to implement your plan and create a solid legacy for your family

What's included:

Three meetings with your financial coach;
Mailings, faxes, shipping, telephone calls, etc. with you and/or your advisors;
Complete review of all your insurance policies;
Analysis of your current investments;
Assessment of your risk tolerance;
Review of wills and trust documents;
Review of tax returns;
Estate tax calculations;
Evaluation of advance planning techniques such as trusts, LLCs, LFPs, etc.;
Education, survivor and financial independence calculations;
Review of credit reports;
Development of a budget;
Your personal WealthProtector Program binder