Carpe Diem generates plans that are holistic and comprehensive.
In a mere forty minutes, we show you the essence of a plan encompassing all areas of your financial life: Insurance, Investments, Tax Planning, Retirement Planning and Estate Planning. All of this is based on your stated dreams and upon risk tolerance which is assessed not merely by subjective answers to your questionnaire, but by analysis of risk capacity and risk required to meet long term objectives that count: your grandkids’ education, maintaining lifestyle, protecting against health risks, etc. Our plans contain words, numbers and pictures intended to show you that we listened and cared enough to demonstrate competence.
Planning is a process, not a piece of paper. We may assist you with implementation, coach you with implementation challenges, and stand by you in case of failure. The plan gets revised as you pen new vitality over the years.
“The unexamined life is not worth living.” – Socrates