Diagnosed With A Serious Illness . . .

Being Free To Focus On What Matters Most

Larry was a successful business owner in his late 40s when he was shocked to learn that the cancer he thought he had beaten three years prior, at a top notch university hospital, had returned and spread. When he asked about his prognosis, the doctor said he had six months to a year to live.

Will My Family Be OK?

Even before the initial shock had passed, he started to wonder,

How will my family manage without my income?

Have I done enough to ensure that our long-term goals can still be reached if I’m not here?

Who can guide my family personally and financially through the difficult times ahead?

In the twenty years since he launched his business, life evolved at a high rate of speed. He acquired business and personal possessions as needed and family toys as they wanted. He planned to someday organize and manage things better, but there were always higher priorities and demands on his time.

Now, What If He Wasn’t Going To Be Here?

Fortunately, although Larry had a lot of loose ends, he had done many things right and with the flexibility that our Strategic Planning and Management Process provides, we can move into a high-speed triage mode.

We will start by listening and helping him express, clarify, and document the core values, goals and dreams he has for his family.

With this input and that of his other advisors we will develop two plans for Larry and his family. Plan A is based on him beating the cancer. Plan B is a contingency plan in case the cancer ends his life early.

Working with his CPA and attorney, we will help organize the family financial information. We will address each area of need, starting with the most important and immediate.

By taking the lead, we can help free him and his family
to focus on what matters most to them now.

Developing A Clear Road Map

Desired Outcome: The desired outcome is for Larry to experience the relief of knowing that his family will be OK financially whether he is present or not.

He has someone who understands them and can help them through the times ahead.

Call us to see how we can make a difference in your life at 916.858.1111 or send an email to Ed.Dower@AEWealthAdvisors.com

 

These case studies are hypothetical in nature and are presented only as examples and are not intended as investment advice. Please consult your financial advisor if you have questions about these studies and how they relate to your own financial situation.


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