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Master Plan: Integrating Your Financial Planning, Legal and Estate Planning and Life Planning,Used
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Individuals or families with significant net worth may seem to outsiders to have everything they could wish for. As a wealth management professional, we know the reality is far more complex. In fact, many high net worth families fail to achieve the life and legacy they desire because they do not integrate their financial, legal and life planning. Your wealth can support you and your family more effectively when an advisory team of professionals and family members are integrated with a single vision. Together, a team can provide a more sophisticated level of service when financial and legal advice is integrated rather than working independently. If your are unfamiliar with this team approach, Master Plan, which is written from the perspective of a client, fully details its advantages. Master Plan is a resource for both family members and their professionals because it details the Integrated Planning Process from Getting Acquainted through Evaluation, Goals Development, Plan Design, Implementation and Plan Oversight and Governance. In understanding this process and the team approach, the entire teams experience will be more rewarding and everyone's confidence in their ability to achieve the stated goals and objectives will be greatly increased. Coauthors Michael T. Hartley and Byron E. Woodman, Jr. are an investment manager and an attorney respectively who have successfully applied the Master Plan approach since 1997.
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