Home Site Map Contacts
  1. Intro
  2. Benefit from a Proven Process
  3. Control 100% of Your Wealth
  4. Move From Success to Significance
  5. Integrate Advanced and Proprietary Tools
  6. Assemble a Highly Skilled Planning Team
  7. Obtain a Full-Color Plan Illustrating All of the Proposed Tools
  8. Take Advantage of One-stop Access
  9. Easily Re-optimize the Plan in response to...
  10. Access Seven Levels of Service
  11. Progress thru Phases at Your Pace
  12. Timing of Deliverables
  13. Planning Process
  14. Value Showcased in Sample Deliverables
  15. Family Wealth Statement
  16. Financial Checkup
  17. Value Proposition Letter
  18. Value Proposition Letter Example
  19. Planning Process: Consider 50+ Goals
  20. Planning Process: Consider 200+ Tools
  21. Tactical Plan
  22. Executive Summary Plan
  23. Comprehensive Plan
  24. Case Study: Before and After
  25. Gap Between Current and Desired Results
  26. Current Plan Flowchart
  27. Proposed Plan Flowchart
  28. Fully-integrated Cash Flow Summaries
  29. Next Steps
  30. Prepare a Value Proposition Letter
  31. Engage FOS Planners
  32. Review the Benefits
  33. Contact Us
  34. Our Mission
  


1 2 3 4 5 6 7 8 9 10
11 12 13 14 15 16 17 18 19 20
21 22 23 24 25 26 27 28 29 30
31 32 33 34
   
   



16. Financial Checkup

Includes a current plan analysis and "report card"
Easily upgraded into a Comprehensive Plan
Includes a summary of income tax, insurance, investment, estate tax, retirement, and/or business succession issues

Does your current plan fulfill the objectives in your goal statement or Family Wealth Statement? We help the client answer this question by reviewing his or her current plan. We develop a report card that summarizes success in realizing investment, business succession, insurance, estate tax, income tax, and/or insurance goals. We examine whether the client may have excess capital for giving to family members or favorite charities.
       
     
 Prev.   Next 
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.