Welcome to my world! I tell all of my clients that the day they meet me I want them to ask some hard questions of themselves. On the day of the first meeting with me I tell them that their money just got a job. Your money’s job is to work for you. It is to make things better for you. I am not saying that you need to spend your money on diamond rings or fancy dinners, but rather that you need to take care of basics then provide for your future. This means making a plan.
My office is about asset protection. This could mean doing an estate plan where we put funds and property in a trust to protect it or grow it. It could be establishing an LLC or a corporation to protect your personal property from your business property. At the other end of the spectrum, it could be filing a bankruptcy case to resolve disputes over everything from taxes to credit bills. The bottom-line is that we help our clients see their options and chart a course for the best plan for them.
So, what is your money doing for you?