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    The document discusses the four stages or "moods" of mastering estate planning: 1) Understanding what an estate is, 2) Learning how to build an estate, 3) Starting to comprehend estate planning, and 4) Wondering why one did not start estate planning sooner. It then provides a comparison between financial advisors and coaches, noting their different focuses and approaches.

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    The document discusses the four stages or "moods" of mastering estate planning: 1) Understanding what an estate is, 2) Learning how to build an estate, 3) Starting to comprehend estate planning, and 4) Wondering why one did not start estate planning sooner. It then provides a comparison between financial advisors and coaches, noting their different focuses and approaches.

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    © All Rights Reserved
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    12 views3 pages

    Graphics 9 14-18

    Uploaded by

    api-533699223
    The document discusses the four stages or "moods" of mastering estate planning: 1) Understanding what an estate is, 2) Learning how to build an estate, 3) Starting to comprehend estate planning, and 4) Wondering why one did not start estate planning sooner. It then provides a comparison between financial advisors and coaches, noting their different focuses and approaches.

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    of 3

    F O U R 

    MOODS OF MASTERING ESTATE PLANNING

    MOOD 1: WHAT'S AN ESTATE?

    MOOD 2: HOW DO YOU GET ONE?

    MOOD 3: THIS IS STARTING TO MAKE


    SENSE

    MOOD 4: WHY DIDNT I DO THIS SOONER?


    F O U R 
    MOODS OF MASTERING ESTATE PLANNING

    MOOD 1: WHAT'S AN ESTATE?

    MOOD 2: HOW DO YOU GET ONE?

    MOOD 3: THIS IS STARTING TO MAKE


    SENSE

    MOOD 4: WHY DIDNT I DO THIS SOONER?


    FINANCIAL
    VS
    ADVISING COACHING

    W H A T 'S  T H E D I F F E R E N C E ?

    AN ADVISOR..... A COACH....
    -is someone focuses on insurance, long -provides information that helps put clients
    term care, estate planning, and taxes with specialized focus on financial
    fundamentals, wealth creation, and short
    term goals.

    -help manage assets, portfolio's, and build -tends to focus on fundamental financial
    retirement accounts needs and usually take a more personal,
    hands-on approach to working with clients

    -involves less communication; quartlerly - focuses on building healthy habits with


    and monthly reports are more ideal regular meetings

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