Too often we look back and ask ourselves, “why didn’t I complete that financial plan before a specific life changing event occurred?”
Little House understands the importance of a well-designed wealth and estate plan that includes all aspects of life. Little House makes the planning process effortless by offering you a milestone driven approach, getting the job finished on-time and under budget. So let us help you by putting your financial house in order before a life changing event occurs.
Let us get to Know You.
When evaluating your specific circumstances, we use our Critical Issue Assessment checklist. This is supplemented with a detailed asset holdings review in which performance is back tested, reconciled against benchmarks, and risk is measured.
Establishing a Plan of Action
A detailed Scope Statement is prepared then presented with our potential clients. A detailed review is conducted to formulate a financial plan that emphasizes key milestones, expected costs, and time sensitive estate requirements.
All related planning applications and tools are populated with essential data. Forecasts, multi-generational planning, and investment results are reviewed. Modification to estate plans are implemented as required.