II. Assess - What You Have
What’s your legacy plan? Will the IRS be the largest beneficiary of your estate? Will your estate have an impact on those you love and care about?Let’s look at your wealth from a legacy and a lifestyle standpoint.
Phase II: Assess – What You Have
We take a MRI of your financial health. • What is the Knowledge Blind Spot and why should you be aware of it? • The 80% Retirement Income Myth.
Just like a medical doctor taking thorough medical information before prescribing any medications or remedies, we take thorough financial information about you and your money. We then stress test it to see how long your money lasts before any recommendations are given.