Planning Is More Than Having Documents
Having documents in place is important, but it’s just one part of the bigger picture.
We help you look beyond the documents to identify gaps, prepare for important decisions, and create a clearer path forward.
Planning Solutions
Three key areas where Warren helps families move from scattered or incomplete planning to clear, organized, and aligned financial lives.
Planning for the Unexpected
Assess and organize what you have, identify gaps, and create a roadmap for what to do next.- Review existing plans and documents
- Identify gaps or outdated information
- Create a roadmap for next steps
Short-Term Tax & Financial Decision Support
Get practical guidance for important financial decisions and changing circumstances.- Evaluate tax and financial options
- Plan through changing financial or life circumstances
- Identify opportunities to improve near-term cash flow
Family Legacy Planning
Helping parents and adult children prepare for important decisions together.- Clarify family roles and communication
- Organize important financial and planning information
- Prepare adult children to step in when needed
- Reduce confusion during illness, incapacity or other unexpected events
Real Situations Warren Has Helped Families Avoid
- An outdated will after a divorce
- Important documents scattered with no one knowing where to find them
- Beneficiary designations no longer matching family wishes
- Loved ones left managing finances while grieving, with no roadmap
Choose the Level of Review That's Right for You
A flat-fee review designed to help identify gaps, outdated information and potential risks so important details are not left unclear, inaccessible or overlooked.
Essential Review
Starting at $495
A focused review of
one important planning area.
- Estate planning documents
- Beneficiary designations
- Retirement or financial accounts
- Insurance
- Document organization and accessibility
Complete Planning Review
$1,500
A comprehensive look
at the bigger picture
- Estate, financial and beneficiary review
- Retirement accounts and life insurance
- Retirement accounts and life insurance
- Incapacity and emergency preparedness
- Important contacts and document organization
- Identification of gaps and inconsistencies
- Personalized roadmap and review meeting
Family Preparedness
$2,500
Preparedness for you and the people you love.
- Detailed family preparedness review
- Organization of critical personal and financial information
- Family and trusted-advisor roadmap
- Emergency and communication planning
- Coordination with trusted professionals
- Follow-up meeting
Annual Check-In
$395 - $795
Available to Complete Planning Review and Family Preparedness clients.
We revisit significant life changes and identify areas that may need another look.
Let’s Talk About What May Be Missing
You may already have an estate plan, insurance policies, tax strategies, and financial accounts. The important question is whether they are current, coordinated, accessible, and ready to work together when your family needs them.
A confidential conversation with Warren can help you:
- Identify questions or gaps that may have been overlooked
- Understand whether important information is current and organized
- Clarify what your family, executor, or power of attorney would need to know
- Determine whether a Planning for the Unexpected review is right for you
You do not need to have everything figured out before reaching out. Start by telling Warren what is on your mind.
Schedule a Confidential Conversation
