Holistic Wealthcare Estate Plan Scenario Testing
Uncover blind spots and correct them to avoid negative outcomes.
I. Identify inadvertent discrepancies.
II. Correct them now.
III. Avoid negative outcomes.
Overview: "Estate Plan Scenario Testing" is an innovative service that applies the Holistic Wealthcare methodology, designed to test and ensure that clients' estate plans align with their evolving intentions and objectives. Drawing from over 27 years of investment advisory experience and adhering to the professional competency standards of the Certified Financial Planner® designation, this service provides clients with the opportunity to hypothetically test their estate plan documents for congruency, coherence, and relevance.
I. Discovery Session: All About You
We host a 90 minute discovery meeting designed to uncover the purpose(s) of your stated objectives. Your unique story and factors motivating your intentions cannot be understood by anyone using an impersonal questionaire. Instead, you'll be asked about your family and to expand on personal details you weren't asked before. These may seem like small details you wouldn't think are important but that actually do make a difference, many times between future harmony or chaos. As we progress through the discovery process, it will start to resonate with you HOW these details matter and WHY they are important. You'll finish this encounter will a feeling that we are curious and paying close attention to important details.
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II. Initial Assessment: All About Your Documents
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III. Initial Assessment
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I. Initial Assessment
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I. Initial Assessment
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I. Initial Assessment
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II. Scenario Development
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III. Scenario Testing
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IV. Analysis and Recommendations
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