• Annual Meeting
• Ad hoc decision meetings
• Second opinion
• Proactive Tax & retirement planning
• Accountability
Peace of mind
• Putting your affairs in order
• Reassurance
• Being a trusted adviser
• Making sure you never run out
of money
• Support for family
• Work with your professional adviser
Other
• Allowing you to spend time
doing the things you enjoy
• What’s on your wish list
and can you afford to do it
• Referral to trusted
professionals
• Scam avoidance
• Lessons from other clients
