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How can I Provide Added Value to my Clients?
How can I help simplify ongoing estate planning for my clients by providing a value-added tool? Do you have an easy-to-use digital tool that your clients can use to document their estate and financial details? Can this tool be used collaboratively? Can your clients use it to update estate and financial details between planning discussions? …
Thinking About Retirement?
Are you planning for retirement? Wondering – what is my retirement savings target and when will I hit it? How much more money do you need to save before you can retire? Can you transition to a passive income lifestyle and job? Can you transition to a single income household? MyFamilyPlan will help you answer…
Is Your Family Prepared if Something Happens to You?
If something happens to you will others in your household know what to do? Do they understand how to handle your finances? Do they have access to bank, investment, and critical account information? Does your family know how to gain access to your account login information? Do they know what to do and when to…
Worried About A Divorce or Separation?
Are you going through a divorce or separation and need to inventory assets and liabilities, account for all bills and expenses, document all daily chores and responsibilities between you and your significant other, develop a new personal financial plan and estate plan? MyFamilyPlan Personal will help you answer these questions! MyFamilyPlan is an Excel Workbook that…
How Do I Help My Clients Prepare for Financial Planning?
How can you help your clients inventory assets, liabilities, income, and expenses? How can you provide a value-added deliverable that will help them with continued organization of their estate-related financials? MyFamilyPlan Professional is the answer! Our tool makes it easy to collect & document estate & financial planning details. Helping you help your clients –…
Have Elderly Parents?
Are you worried about your elderly parents? Do you understand their assets, liabilities, and expenses? Do they have life insurance? Do they require a DNR? How will you take care of their home when they can’t? Do you understand their funeral preferences? MyFamilyPlan Personal will help you answer these questions! Knowing what to do now…