Traditional financial, tax, and estate planning is like going on a road trip, but with no map to show you how to get from your starting point to your destination.
YOU have the burden of coordinating all of your planning needs, finding the solutions, and maintaining them. You have the burden of understanding how each piece of the puzzle fits together. You have the burden of coordinating the parts to make sure your planning works as intended.
We think that there is a better way: Working with advisors who understand that decisions made in your financial plan, your tax plan, and your estate plan are inter-related. By collaborating we can design and maintain your financial, tax, and estate plan as a cohesive unit to achieve your goals.
Our goal is to design an estate plan that works for you.
Your financial life isn’t a separate compartment of your world. It is connected to the people you care about and the things you want to do. You have dreams.
Our consultation is no charge other than your time and information to determine if we can help you.
We’ll develop your plan by reviewing your options with you at each phase of life to design your personal estate plan to achieve your goals.
We’ll draft the documents necessary for your plan.
Execution ceremony for your custom documents.
We’ll look at titling, beneficiary designations, etc. appropriate to your plan design.
We’ll maintain your plan and update as necessary.
“As an Estate Planning Attorney I get to work with the two most important things in a client’s life: Everyone they love and everything that they own”.
Jim is an Attorney, Mediator, Certified Wealth Strategist, and Certified Trust and Financial Advisor. He is passionate about helping clients design, and implement, their estate plans to protect them and their loved ones, protect what they’ve built, and plan the efficient transfer of that which they have worked hard to build. Jim enjoys teaching clients about estate planning and learning about them and their family to design their personal estate plan.
Segmenting your estate and financial planning with no coordination between advisors and consultants leads to unsynchronized planning. Successful estate planning requires that your financial and tax planning goals are integrated into your estate plan.
Protecting what you’ve built requires coordination, integration, and ongoing
monitoring and updating of your plans to ensure your goals are met.
Schedule your complimentary initial consultation.