Women, wealth, and wisdom
This is not the typical Women & Investing seminar you may have seen in the past. And, it is not investment education! Instead, it focuses on financial planning issues that we face at various stages of life. We accomplish that by offering 9 robust case studies which will each have at least one correlated checklist/worksheet/primer.
Women, wealth, and wisdom: Engaging your women clients and prospects
Our new client facing seminar; “Women, wealth, and wisdom: Engaging your women clients and prospects”, is designed to elevate the conversations surrounding events commonly faced in ones life. This is not the typical Women & Investing seminar you may have seen in the past. And, it is not investment education! Instead, it focuses on financial planning issues that we all face at various stages of life. We accomplish that by offering 9 robust case studies which will each have at least one correlated detailed checklist/worksheet/primer.
Financial literacy checklist
For clients, to be financially literate is to know how to manage their money. That means having a handle on their expenses, saving and borrowing responsibly, and investing and planning for retirement and beyond. Use this checklist to help your clients identify educational opportunities and areas for them to potentially learn more about their own finances.
Things to consider as a first time homebuyer
Buying a home is a big decision, so it pays to be informed about what’s involved. Help set your clients up for success by using the following checklist to understand next steps for making your client's home ownership dreams come true.
Financial planning checklist for business owners
As entrepreneurs know, juggling work and family life can be a precarious balancing act. They may have the majority of their financial assets and income tied to their business, which can leave them stretched thin with not enough invested in themselves. Use this checklist to hone in on potentially neglected areas in their finances. It’s a first step in developing a holistic money management strategy that works toward short- and long-term goals for their business and their personal goals.
Managing the estate of a loved one can feel overwhelming as your clients try to figure out duties and the steps to take. There are two distinct roles: an executor is responsible for administering the deceased’s estate, while the trustee is responsible for running any trusts created in the will. Whatever role your client has, they will be accountable for keeping complete and accurate records regarding their handling of it. The following checklist is designed to help navigate the estate and trust administration process and understand what to do to settle a loved one’s estate in the days, weeks, and months after their death. Please encourage your clients to consult with an estate attorney to make sure to have a complete understanding of all tasks that need to be undertaken.
Financial checklist for the newly divorced
Financial planning provides a way to help secure a client's family’s long-term well-being, something that becomes even more critical after a divorce. Their financial future is now based on a new set of facts, and their short- and long-term goals as an individual are different than when they were part of a couple. Use this checklist of divorce-related financial considerations to better understand where your clients are on their journey and how to plan according to individual needs.
Divorce preparation checklist
Getting a divorce can be emotionally and financially draining. Your client can face drastic lifestyle changes, which can hit harder if they are unprepared. If your client has reached a stage where they are thinking of divorce, this checklist of financial considerations is designed to help them better understand how to progress and plan their future according to their needs.
WORKSHEET AND CHECKLIST
Longevity planning worksheet and checklist
Longevity planning is all about 'aging the way that you want'. Keep in mind, whether your clients have a plan or they don't have a plan, there will be a plan made! It is all about who makes the plan. Leverage this Longevity planning worksheet and checklist to help create a plan for your client. Encourage your clients to share any plans with relevant family members or loved ones so that they can make sure that your client's wishes are carried out the way that they want.
Retirement readiness checklist
Living those golden years to the fullest means being prepared for retirement. If your client wants to retire in the next 10 years, this checklist can help them determine if they’re ready. Identify the key financial variables that can make their retirement plan succeed or fail and where they may need to course correct to set themselves up to enjoy the best possible future.
Estate planning essentials checklist
No matter your client's age, whether or not they have dependents, or are married, estate planning is their opportunity to prioritize their wishes and what matters most to them. This Estate planning essentials checklist will help your client think through the various elements of an estate plan and organize the details for an estate attorney.
WORKSHEET AND CHECKLIST
Achieving your philanthropic goals worksheet and checklist
Is your client at a point in their life where they have the desire and means to support community well being? Making the change one wants to see in the world requires intention, planning, and aligning the head with the heart. It takes developing a personalized philanthropic strategy. Use this Achieving your philanthropic goals worksheet and checklist to help your client develop their philanthropic vision on what impact they want to achieve. There is also a checklist for choosing a charity and additional references to learn more.
Saving for education: A 529 primer
The rising cost of education can make saving for a child’s future feel like a daunting task. Regardless of when your client starts, a 529 plan allows them to prioritize their education savings in a tax advantaged account that offers a host of other benefits. Use this primer to understand how to best take advantage of a 529 plan based on one's life stage. With the help of a financial professional, they can create an education savings and investment strategy designed to meet their family’s individual needs.