Tim and Jill Taylor* were each in their late 50's when they first called us. As a financially successful pair, they realized that they wanted a more thorough financial planning perspective to their financial affairs than their then investment representative was providing. They had also heard of the Family Bank program we developed and were intrigued with the concept. You see, like a lot of successful people, they were proud of their professional and financial accomplishments, but they recognized that they had sacrificed valuable time with their children as they had built their careers. As Tim and Jill looked into the future, they found themselves thinking about the legacy they'd leave when they were gone.
What the Taylor's wanted from us were three things: (1) a comprehensive financial plan, with a focus on retirement, (2) a program that would more deeply connect members of the family with each other and the community, and (3) a system that would allow them to transfer their values to their children and grandchildren that worked in conjunction with their financial wealth.
What We Did
Ultimately, we created a comprehensive plan that gave them clear direction on all three points. As we meet with Jill and Tim several times a year, we are pleased to report that the Taylor's are following through with our recommendations and seeing its benefits.
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*Tim and Jill Taylor are fictional names that represent real clients.