Starter Precedents
Description
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Wealth Accumulators Precedents
This overviews a set of engagement precedents for ‘common’ wealth accumulators. These precedents provide templates for common issues for wealth accumulators including: challenges with setting to budgets (i.e. overspending), life being to busy to ‘plan’, challenges with children, ensuring estate planning is solid, controlling debt and consider long term retirement planning.
“Simple” Pre-Retiree Precedents
This presents a video and successful Terms of Engagement precedents for a ‘common’ pre-retiree couple. Retirement planning is a priority for one member of the couple while the other only plans to ‘wind down’ a bit from her work. They also wish to continue holiday planning, there’s some family weddings coming up and property renovations in response to changing household structure. A number of consistent complexities are present, common for a couple at this stage of life.
“Simple” Retiree Precedents
This presents a video and ‘simple’ Terms of Engagement for new Retiree Certainty Clients with little complexity. Aspirations are retirement with travel, property downsizing and planning for travel (post Covid-19 of course).