Couples and individuals run into a dilemma when they start planning because life often gets in the way, putting their intentions on the backburner.
I always say people do not need anything we do, or offer, until the day they need it! Can we still get it? This is a great question to ponder.
Do we start our planning initiatives when we are 40? 50? Or when we retire at 65?
The key is to START the process with a conversation. It’s also important to not let paralysis set in and become overwhelmed to the point of doing nothing.
Let’s chat and lay out a path for you, so you know where you are heading down the yellow brick road.