Wealth building and Legacy planning at Reflections Life Planning LLC is not a case of one size fits all.
Let’s book a Family Wealth Planning Session! This takes roughly 2-hours. During this time, we will review all of your finances, review how all of your assets are titled, assess all of your goals, discuss the wishes and desires that you have for your family. The Family Wealth Planning Session gives us a basis for the design of your Life Fulfillment Plan. You will choose the level of service that makes the most sense for you and best fits your budget.
Upon completion of the Family Wealth Planning Session, we will book our signing meeting about two weeks out. During the signing meeting we review all of your newly created legacy documents and discuss how they work. I will answer any questions and you will sign all of your legacy documents to make them valid. I will scan the executed documents and provide you with an organized binder containing your personalized Life Fulfillment Plan. We will also discuss any of the intangible assets that you would like to leave behind and create a video documenting the non-monetary things that you want to preserve.
All of our plans come with regular maintenance based on the level of service that you choose. You never have to worry about stale outdated documents that do not work when your family needs them. You will always have an advocate on your side. We work with you on a continual basis to keep your documents fresh as your life changes.
We Help You Transfer Your “Family Wealth”
We believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets. These assets are what make you who you are, and sum up what’s most important to you. A survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most legacy plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they learned during their lifetime?
If you are like most people, you know very little. That’s why we build the capture and passage of these most valuable assets into every legacy plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience – the truly valuable assets your loved one’s care about the most.
Three Levels of Planning:
Wealth building and Legacy planning at Reflections Life Planning LLC is not one size fits all. Because we look at our client’s entire wealth building and legacy plan as two bookends to their lives, we refer to our plans as “Life
Fulfillment Plans.” It means everything to our clients to be completely fulfilled in their financial lives and to be proud of the image that they see when they look in the mirror. We offer 3 levels of planning to suit your varying needs. Our services come directly to you from the comfort of your own home.
Generally, our fees for a married couple with kids who is not focused on keeping the family out of court range between $2000 up to $8000 on the high end for an extensive plan that provides significant asset protection after death + maximum protection for your assets from inadvertent loss to the State Department of Unclaimed Property or the Court process.
Our plans are priced at the intersection of affordability and effectiveness. When we meet for your Family Wealth Planning Session, we will review the 3 planning levels with you, and you will choose your own fee based on your budget and the planning options that are most important to you and your family. Our plans are focused on ensuring your family has somewhere to turn if and when something happens to you, that your plan will work and you have real security, not the false security that comes with a cheap set of estate planning documents.
There truly is no one size fits all choice. We have created a process to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love.
Ensure Your Plan Is Current
We have ongoing membership programs to ensure your plan continues to work throughout your lifetime, your assets are always owned in the right way and you are able to feel confident calling us with any financial or legal issue without ever worrying about receiving a bill in the mail for hourly fees.