Frequently Asked Questions
1.) What is an owner's manual?
This is a nonlegal document, but a helpful user guide/summary of all the documents we are preparing for you & of the plan as a whole.
2.) What does an Asset Integration Worksheet/Funding recommendation entail?
We will prepare an Asset-map for you identifying all of your assets as well as making recommendations as to how your titling and beneficiary designations should be updated to integrate with your plan.
3.) If circumstances change and the plan needs to be updated in the future, how do the fees work?
If changes are needed in the future, we recommend that you reach out to us so that we can have a conversation about it. We then try to quote you a flat price based on the changes which are required. Any changes required/requested in the first year are included in the price of the plan.
