Your Journey

“The day you find out who you are is when you look back and realize that it was never the words, rather your actions that defined you.” - Shannon L. Alder

Independence Planning

“Even if I choose to pick something else up later, I am really looking forward to a break from work. I can look back on all of those hard years with real satisfaction, and am glad they’re behind me now. I should be elated, but truthfully, I’m feeling a bit nervous. I feel like I don’t really have a thorough understanding of how everything I’ve built should be pulled together to see me through the next 30 years. I think it’s time to involve a professional. I know that there will be both good news and bad news, some changes may be needed. I’m ready to have a plan.”

Survivor Planning

“I’ve just lost half of myself. I’m confident in the plan we had together, but am unsure how my income, my taxes, and my own estate will be affected. Some days I just feel so paralyzed. I don’t want to make any major changes, and I’m unsure who I can trust. The last thing I want is to be sold a bunch of new products. I just would really like some guidance on how my financial plan should be adjusted for this change of circumstances, so that I can focus on finding myself again.”

Succession Planning

“I love the business that I’ve built. My office is my second home, and I have a strong relationship with the people I work with. My work is my passion, but I’m also starting to think about the next phase. Maybe not a clean break, at least not at first, but I want to be able to slow down a bit when I’m ready. My family is my priority, but the identity I’ve built in the community is also important to me. I want to make sure that any transition is handled the right way so that my business can continue to be a foundation for our community.”