The 21-Point Checklist Sound financial planning provides the means to unify all aspects of your financial life. To continually advance your best interests in our rapidly evolving world, clients must have fully integrated financial strategies that leave no room for uncertainty. That’s why we take a truly comprehensive approach to planning as we align your values with your most cherished goals.As affirmed by the Consumer Financial Protection Bureau, we follow a time-honored 21-Point Checklist designed to eliminate any gaps in your wealth management plan. While guiding and strengthening your financial decisions, this detailed process will also help you better understand the complexities of the financial world. These points include:Survivor's Guide CompleteUpdate WillEstablish a TrustEstablish a Durable Power of AttorneyUpdate Medical Power of AttorneyFile MPOA ElectronicallyQuality of Life DirectiveIdentity Theft PlanUmbrella Liability ProtectionAssets Titled CorrectlyBeneficiaries Titled CorrectlyTax SavingsRequired Minimum DistributionsUnnecessary Account FeesExposure to Interest Rate VolatilityAsset WeightingFund Management TenureTurnover CostsPreferred ListsRisk/Reward IssuesDiversificationBy encompassing your entire financial life, our tailor-made plans are built to help secure your short-term interests while protecting your long-term goals. The checklist includes everything from diversification and asset weighting, to eliminating unnecessary account fees, maximizing tax savings, and establishing your trust, will, and power of attorney. Through organizing and securing all chapters of your life, we strive to enhance your total financial confidence. To learn more, click here.PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.