Navigating The Path To Peace and Abundance
From time to time we all need guidance and support. Having a trusted advisor to assist you in navigating life's changing conditions can be an invaluable resource.
Contemplating completing your estate plan for you and the ones you love?
Has the time come to update your existing estate planning?
Consider this of the 33 million wealthiest households in America that are estimated to control $13 trillion in wealth, only 18% have a valid financial or estate plan .
Is it time to take the first step towards designing and implementing your strategic financial plan?
Is it time for the newlywed couple to actively and proactively sit down and map out your future together, create a life plan, align and refine both your visions for your future, 'together'; Align your work in the world, your financial and/or estate planning with your true goals, missions, principles and attitudes toward money?
Surveys show that six out of ten Americans are without a financial plan.
Life Events that indicate the time has come to create your estate, financial or holistic life plan:
- Recently married or engaged to be married
- Your family is growing in size
- You are considering buying or selling a home, a second or third home
- Planning for college for a child, grandchild or great grandchild
- Are an empty nester or are about to become an empty nester
- Recently divorced
- Advancing to a new position
- Switching careers or positions
- Unclear about starting or selling a business
- Uncertain about retirement
- Have recently received a windfall or an inheritance
- Are considering transferring a home or other assets within your family
- Have experienced a change in your health or in the health of a loved one
- Are uncertain about the future
- Are stressed or from time to time anxious about your financial situation
Creating a sound plan with an experienced planner can free up necessary resources, such as time, money and energy to more fully and confidently embrace life's changing conditions with strength, confidence, clarity and joy.
Integrated Estate Planning
Many people leave a mess behind for their family when they die, regardless of the size of their estate. Michael's role is to design, implement and coordinate your estate plan. It is important to pull together all the loose ends now, so that the trauma of your death to your family is not compounded by chaos in your financial and legal issues.*
*(D.Kestel.TEAG)
Strategic Integrated Financial Planning
Taking the time to create and implement your individually tailored financial plan can be like turning on a light in the dark.
Sound planning is such a light. Sound planning sheds light on where you where you are and where you would like to be in the future, what opportunities you may have that are unseen, overlooked or under utilized, as well as how to overcome any obstacles that may present themselves. Thus, Planning for the future while living more fully in the present.
Ultimately, guiding you to arrive to a state of financial and material well being, where you can breathe fully in the sense of the accomplishment of what is truly important to you or your family.
Holistic Life Planning:
The Path To Peace & Abundance
Holistic Life Planning or Life Coaching is unique process aimed at guiding you, and/or your spouse or partner, along The Path to Peace, Prosperity and Abundance.
Holistic Life Planning is designed to help you take a deep look at your relationship with money, your financial situation, to look at what drives your decisions, what your true goals are and how to align your relationship with money and your financial planning with your missions, principles and attitudes toward money.
We need your consent to load the translations
We use a third-party service to translate the website content that may collect data about your activity. Please review the details in the privacy policy and accept the service to view the translations.