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The Legacy
Planner and A New Attitude About Money are both methods of assisting
people in the clarification and achievement of life goals.
More Life acknowledges the value of a synergistic
team approach in this process. We combine our efforts with individuals
in many professions to achieve results for our clients. These include:
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Financial Planners |
Estate Planning Attorneys |
Accountants |
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Stockbrokers |
Life Insurance Agents |
Bankers |
The multi-disciplinary team approach assures
that all aspects are evaluated and coordinated. It also results
in an acceleration of the decision-making process.
The Legacy Planner captures the planning
that has been done to date and reveals areas in need of attention.
It also opens up opportunities for alignment with personal values
and lifetime goals.
For a meeting to discuss the Legacy Planner
and other services of More Life LLC, please call or e-mail us.
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