TOJ Proprietary Planning Process
Our proprietary planning process is designed to maximize your degrees of freedom financially in retirement and for the next generation. After going through the process together, you will be able to answer the following questions:
- About You | What is your current strategy for generating an income that will outpace both taxes and inflation for the rest of your lives?
- About Your Kids | How important is it to you to intervene in the lives of your children financially after you are gone? If important, what percentage of your hard-earned wealth will pass seamlessly to the next generation and how much will be passed on to Uncle Sam if you left us today, based on your current plan?
- About Your Parents | Knowing that Alzheimer’s and Dementia impacts the lives of millions of families in America, might you become responsible for your parent’s care, either physically or financially, and what is your current plan for funding that responsibility?
- About Your Grandkids | Will your children be able to give your grandkids the life you gave them? If you are not sure, would you like to make a meaningful impact on the lives and educations of your grandkids?
- About Your Favorite Charities/Causes | Is there a non-profit that you care about deeply that you would like to help financially while you are living and/or after you are gone? How can you make that a reality?