Laura and Jeff are active skiers, hikers and generally spend a lot of time outdoors. They are just starting their family, and looking forward to spending more time in their Summit County Condo. Jeff likes to ice climb and rock climb. Laura is an avid runner and sometimes biker. She worries that Jeff may get hurt on one of his guy-trips, and she wants to know that she and the baby-to-be will be safe. We:
Performed a discovery meeting
Put together a financial plan
Put together a Will and discussed the estate planning process
Educated them about life insurance and disability insurance
Implemented the plans
Laura feels much better knowing all these important, scary what-if scenarios are taken care of. Jeff is proud of the work we did for him. Jeff feels better knowing that his young family will be safe just in case something happens to him.
Martina is an active member of the Denver Arts scene. Larry is a creative director at a marketing agency. They are full of energy. Their happy button is always in the “ON” position, they say. With all the activities they have during the day, and night, they never have time to investigate all the financial decisions they are making. We:
Performed a discovery meeting
Gathered all of their insurance documents
Gathered all of their investment statements
Consolidated their loans
Consolidated their IRA accounts
Prepared a budget they can live by
Implemented their comprehensive financial plans
Martina and Larry appreciate having one person to go to for all their advice. They look forward to the day when they can quit working so hard. Yet, they can hardly imagine what that life would look like because they love what they are doing so much! They rest assured that if anything were to happen to either of them, both of them would be safe because of their comprehensive financial plan, and planner at A&I Wealth Management.
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