What happens if your financial world was turned upside down tomorrow? Are you prepared?
I often make clients sit down to run through what I call a “lifeboat drill.” Although not a fun exercise, it is a very practical and powerful one to practice NOW to bring you peace LATER.
It works simply like this: What exactly do/does I/my spouse do in the event of the other’s death? Continue reading “Focus On Planning | The Lifeboat Drill”