Career/Time/Financial/Estate Planning
When a person arrives at later life and can recount the achievement of many accomplishments, one might ask "How did you do all that"?" The answers are exceeding simple but at the same time difficult due to the fact that most people lack the discipline required to achieve greatness or the ability to sacrifice for it. One must plan for all aspects of life and career including their conclusions. All of these components are inextricably linked.
Career
If you are not happy in the work you do - you need a career change. But before you quit and go running off for a new adventure you need a plan -- for the short range and the long range. To do that we analyze you past and current work history and environments, we study your educational history and determine what else is needed, we study your skill sets for applicability. We also study your personality and some physical characteristics and well past job performance ratings. We might even ask "What would you like to do?"
Time
Tempus fugit - time flies but waits not for any man -- or woman. That second that just past is non-recoverable. We provide a two-hour seminar on this subject and individual rime management planning for the long and the short term. You can use a smart phone for the day to day, but we go a bit further for the next five- and ten-year plans.
Financial
Before you get to that financial planner/analyst that you pay a monthly fee for -- you need - yes - a game plan. You can be a millionaire and you will spend a million dollars before you leave the planet but you still need a plan and discipline to go with it.
Estate
After your long but sucessful career is over and after you amassed all that wealth and all thiose things you will a pplan to effectivley dispose of it all -- and that means not at a garge sale or in a probate court. YOu will need an attorto fianlize your plan but be praperd befiore you get to thata point. We offer an extensive customized set of documents and collectables to make the final presentation to your atorney.