Below you will find a list of “Frequently Asked Questions” that will help you to better understand what we do, and how we can help you achieve and maintain life and financial success:
We define life planning as the process of:
Yes. Financial Planning is a major part of Life Planning. Traditionally, it has been practiced by some planners as a way to simply sell you investments or insurance. We incorporate it into your and your family’s whole life planning. We also help you implement your planning. (Please click – Our Difference)
We are usually paid on a fee-only basis. For insurance, you may choose a commissioned approach. We will need to agree on the method and timing of payment and level of fees, if applicable, before proceeding.
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