A Gift for Your Family

Getting your finances in order is a great gift for your family!

One theme I often see when meeting with new clients is a general sense of disorganization:

• Investment and bank accounts in many places

• Conflicting investment strategies

• Lack of awareness of total monthly expenses

• Old life insurance policies

• Outdated beneficiaries and estate planning documents

• Leaving employer benefits on the table, etc.

This disorganization can lead to unnecessary stress - paying too much in taxes, leaving opportunities on the table, and couples not being on the same page financially. Here at Long Planning, we can help! This is why one of the key jobs I help clients with is organization. One of the first steps in the financial planning process is getting an understanding of where you are today:

• What do you own?

• What do you owe?

• What are your family’s expenses, income, etc.?

We seek to “turn over every stone” in your financial life. We want to know where you are today to help you figure out where you want to go in the future.

Making sure your financial house is in order will bring peace to your family, avoid unnecessary stress, and better prepare you for whatever life throws at you.