Configuration
Wills, Trusts, Business, POA’s, Buy/Sell
Do you have a plan for after your demise?
Protection
LLC, SUB S, Life Insurance, LTC
Do you have a program if you get blindsided?
Taxation
Tax Free, Deferred, Step-up, Estate, Inheritance, Income, Capital Gains, Inflation
Do you know your lowest tax route?
Accumulation
Units, $’s, Total needed
Do you understand how you are going to force
progress with your investments?
Gratification
Now? Later? Goals? Savings?
What does your financial profile look like
when you look into your money mirror?
Attention
Review. Allocation. Adjustments
Recognizing what to when you are ‘in the
moment.’