WHY PLANNING IS IMPORTANT

Unfortunately, bad things happen to good people all the time whether they plan for it or not and generally happens when least expected. It’s important to plan so that when bad things happen in life, life can be more manageable.

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Especially in times of tragedy or serious illness, it is already difficult to manage your emotions. Adding the additional stress of having to make hard life decisions during these times, and then also trying to figure out any financial challenges can make the situation feel unbearable.

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Planning helps people to be more prepared for the unexpected giving them control over the situation rather than falling victim to the situation and feeling like circumstances are out of control. Planning does not make bad situations any less difficult, but it helps to greatly ease the burdens of getting through it.

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PLANNING CAN BE DIFFICULT & CONFUSING

With so many areas that are important to understand surrounding a person's individual or family planning, most people find it difficult and confusing trying the get the answers they need to make good planning decisions.

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Most people don't know where to begin, who to talk to, what questions to ask, or if they are even asking the right questions.

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COMMON PLANNING ISSUES & PROBLEMS

Many people will try and do their own planning which means having to contact lots of different companies, talk to countless number of people and professionals, having to do your own tedious research which can be confusing and difficult to understand, and hope you’re getting the right information and making the right decisions.

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This generally results in:

• information overload: confusion will halt progress.

• decisions made in one area may negatively impact planning in other areas.

• information received may not be correct, so you make the wrong decisions.

• lots of frustration being placed on hold or waiting for people to call you back.

• the plans you put in place are not what you thought they were.

• the plans you put in place are not performing as expected.

• the planning process is too complicated so people choose to ignore what needs to be done rather than getting things done.

• some planning decisions come with deadlines.  If those deadlines are not met it could result in penalties, fees, disqualifications, and cancellations.  Some penalties incurred are lifelong penalties.

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MAKING LIFE EASIER – HOW WE HELP

We make navigating these complex issues easier to understand by offering guidance and helping you connect with the right professionals all in one place. Our professional partners are knowledgeable in their fields and have proven track records of success. Just because someone has a license does not mean they are good at what they do.

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We make sure that one advice or recommendation does not counteract or contradict other planning that is already in place, and that all your planning is cohesive and work well together, much like a pharmacist making sure your meds work well together and have no adverse effects.

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Being connected to the right professionals ensure that our clients can be more confident that they are receiving the right information and recommendations for their planning success.