The life plan is the first area of planning that a family should discuss. The purpose of a Life Plan is to create a focus and direction for the life of the individual we are planning for.
A Resource Plan helps answer the question of what resources are needed to fulfill the hopes and dreams of your loved one’s Life Plan.
A Financial Plan helps answer the question of how you will pay for the goals you have created in your loved one’s Life Plan. It also addresses the challenges of how to provide the needed resources that are determined by your Resource Plan.
The purpose of a Legal Plan is to control and protect your assets and transfer them to others as you wish- either during your lifetime or after your death.
*Phillip C. Clark does not directly provide legal advice or services but guides his clients to appropriate legal resources as needed.