WEALTH PLANNING ROAD MAP

Road Map Report

Wealth Planning Road Map Tool

Sample Reports

• Short version
• Long version

Tips for Presenting the Wealth Planning Road Map to the client:

• Overview – Explain how our approach is holistic and covers a whole spectrum of issues from retirement to estate and trust planning to philanthropy to tax and cash flow considerations.
• What it means to you – What’s important is not a list of general topics we will address but, specifically, how these different topics apply to your specific situation
• Road map – This report provides specific information based on what we know about your financial situation as well as your goals
• Game plan – It sets expectations for you by showing you the various ways we will be able to help you once you are a client of ours and the specific topics we will address as part of the planning process