• Assess how “on track” you are to earn and accumulate the assets needed to live what you consider to be a good life.
• Design a strategy to manage your liquid investments that provides the tax-efficient growth you need without exposing you to drops in value that will disrupt your situation.
• Take the best possible care of your real estate and/or business holdings.
• Craft career strategies to take care of your financial needs that are aligned with what you enjoy and do well.

• Take steps to help your adolescent and adult children and grandchildren educate themselves and develop practices to support their own financial success.
• Evaluate ways to structure your assets to help the organizations and causes you care most about.
• Manage life situations that significantly alter your financial situation, such as marriage, birth of a child, death of a loved one, divorce, disability, and job changes.
• Handle the many ongoing tasks and period projects involved in taking the best possible care of your total financial situation.

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