Tools for getting your own house in order.
Twelve questions on the things that matter and are easy to put off: estate documents, beneficiaries, tax coordination, concentration, family communication. About five minutes. You receive a tailored checklist by email.
It assesses how organized your affairs are, not your investments, and it is not advice.
Begin the assessmentAvailable at launch.
A family meeting agenda
What to cover, in what order, and how to keep it from becoming an argument.
Available at launch.
An estate document inventory
Every document a family should be able to find, and where each one is.
Available at launch.
Questions to ask any adviser
Including us.
Available at launch.
Plain definitions of the terms you will hear, and the tax and retirement dates worth having on your calendar. Available at launch.
Begin a conversation.
If we are not the right fit, we will say so.