Management Consulting
Aon
Full Credential Description
The "Life Plan for Me" study addresses the specific challenges faced by business executives, freelancers, and entrepreneurs in achieving their personal and family life goals through comprehensive financial planning. In today's fast-paced environment, individuals often struggle with a lack of clear direction and objectives, leading to uncertainty about whether their insurance and investment needs are adequately met. Key concerns include ensuring sufficient capital for maintaining their desired standard of living in the event of death, protecting income in case of health-related work incapacity, and planning for a comfortable retirement while also considering inheritance tax implications to preserve family wealth. The tailored solution provided through the "Life Plan for Me" study functions as a personal and family balance sheet, offering a detailed assessment of various financial areas of concern. This personalized study does not merely suggest insurance or investment programs; instead, it empowers clients to understand and evaluate the financial magnitude of their needs. The analysis covers critical aspects such as family protection, income security, retirement assurance, capital creation and management, health management, asset protection, and inheritance tax planning. The benefits of this service include the creation of a personal or family balance sheet, a realistic presentation of financial needs, and the development of a financial plan aimed at achieving personal and family goals. Clients gain a clear understanding of both short-term and long-term impacts on their objectives, along with a defined direction that integrates all financial decisions into a cohesive framework. This service is delivered by a certified Financial Planner with over 27 years of experience, ensuring that clients receive expert guidance tailored to their unique circumstances.