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You’ve worked hard and accumulated a respectable net worth
for yourself and your family. Now you ask the question,
“What do I want to accomplish with my wealth and why?”
Core Financial Advisors, Inc. can put you in full control of your
wealth through our Family Wealth Counseling Process.
Wills, trusts, and tax strategies only tell advisors, heirs and
others how estate assets will be distributed. Our Estate Planning
strategies focus on answering why through
creating an individualized, values-based family financial philosophy.
As you participate in our estate planning exercise you will focus
on facts, values and beliefs regarding your wealth by answering
questions such as:
- How did I acquire my wealth?
- How will I preserve my wealth?
- How much will I need for the future?
- What will I use my wealth for?
- How will I ultimately distribute my wealth?
Core Financial Advisors, Inc. will prepare a Family Wealth Letter
of Intent document to serve as your personal financial mission statement,
or written legacy. This personal financial mission statement will
act as the foundation for future estate planning.
Then, Core Financial Advisors, Inc., along with your professional
advisors, will build a CORE Planning Team™ that will recommend
and implement all subsequent estate planning decisions and strategies
with-in your well-defined Family Financial Philosophy.
Our process works because it:
- Allows all parties involved to understand your core values,
beliefs, motivations and goals regarding your wealth and the legacy
you want to leave behind.
- Identifies the people, organizations and causes that you think
highly of, and serves as the basis for your planning decisions.
- Puts you, not the probate court or heir, in control of your
financial legacy and provides you the ability to impact your family
members and society by utilizing your wealth to create a meaningful
legacy.
CORE Financial Advisors, Inc. delivers on the challenge
of Family Wealth Counseling and Estate Planning.
Reach us at requestinfo@cfaplanning.com
to schedule an introductory meeting.
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