Wealth Management Workshop

Creating an Actionable Financial Plan for You and Your Family

This workshop is designed to guide you through an interactive process to confidentially craft your own wealth management plan, to identify open threats or opportunities regarding your wealth, and to adjust your plan in the future consistent with the needs and wishes of your spouse or significant other, regardless of the differences in your “money personalities.” Included in the components of the financial plan will be defining your family mission, vision, and values, understanding your money personalities, and determining what you want to achieve with your money. Once these are defined, you will work to develop the following: an estate plan, a strategy for cash flow and debt, a tax plan, an investment plan, an insurance and asset protection plan, how to navigate future economic conditions, a plan for future windfall or financial calamity, and a plan to guide your children whether they are young or are adults. There will also be discussion of developing and tracking KPIs so you can make informed decisions in the future in context of your overall situation.

Bonus: If you own a business, you will learn how to evaluate your company retirement plan.

This workshop is summarized in this article: Here’s a DIY Financial Plan Checklist

Outline and Resources

Downloads: Workshop Slides, Workbook