Actionable planning requires a holistic view
Portfolio
A portfolio shouldn't exist in isolation.
Taxes
You should have a plan that takes your unique tax situation into account.
Estate
Optimizing generational wealth transfers, legacy and charitable goals.
Cash-Flow Based Planning
- Would a tilt to income in my portfolio increase my probability of success?
- Is work optional?
- How to I optimize for tax?
- Should I convert to Roth IRAs?
- When should I start my Social Security?
- Would it be better to hold an asset to take advantage of it's basis stepping up as it transfers through my estate?
Goals-Based Planning
- How do I optimize my situation so that work becomes optional?
- What do you want to accomplish with your Wealth?
- What are my charitable goals and how to I maximize their impact?
- How do I maximize the transfer of my wealth to my heirs?
Two keys for success: 1) Have a plan 2) Stick to that plan
