Philosophy

As an attorney and a Certified Financial Planner, I firmly believe that a well executed estate or asset protection plan is deeply rooted in a careful planning process. I apply a thoughtful approach to all of my clients regardless of the amount of their net worth, annual income, or station in life.
The crucial foundation of a proper plan begins with communication where it is my practice to do most of the listening.   This not only encompass the fact-gathering of family information, assets, and liabilities, it includes a thorough understanding of your current and long-term goals and beliefs about the value of money. It is also essential that you understand the estate planning process  and  the documents involved; therefore, I  spend  as  much time with you as  required  to  ensure that you understand how each document will address your current and long-term goals.

After I fully understand your situation,  I will develop  and  recommend  a plan that is individually customized.   At this point, it is very important to collaborate with your team of advisors if we have not done so already.   As a former Wealth Management Specialist, I know that I alone cannot meet all of your  financial planning needs. Instead, it is  important that I coordinate with your financial consultant, banker and/or CPA, if any, to ensure that my recommendations are commensurate with any other thoughtful planning or strategies that you have employed.   You can also include a trusted friend or family member during any part of the process that you feel is appropriate.

We will execute your plan once you and any of your advisors understand and approve it.   At this point, the major  component of our initial relationship is complete. However, I prefer a long-term relationship  with my clients. I  will strive  to  provide  you with pertinent  information regarding changes in law or policy shifts that may impact your situation.   I also recommend that you contact me when a major life change  occurs,  including, but not limited  to,  a death,  divorce,  upcoming marriage, change of fiduciaries, change of beneficiaries, substantial change of net worth, acquisition of properties, change of advisors, or change of philosophy.  In any event, I recommend that we meet every three  to  five  years  to  review  your  present  situation and  to  ensure  that  your  planning is appropriate. These periodic meetings are optimized when all advisors are brought together again.

1 Comment

  1. Kim Hedrick
    September 22, 2013 at 3:27 am

    Absolutely love your web site. Kim

    Reply »
  2. Kim Hedrick
    September 22, 2013 at 3:27 am

    Absolutely love your web site. Kim

    Reply »

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