What is Wealth Management for Life? Our Standard of Care With our Standard of Care, we developed a standard process for all phases of life.
Phase 1 Younger people are managing their career paths, possibly starting families, and establishing homes. These three things can look very different from person to person, but the process of managing these decisions is routine. Phase 2 As our families and careers grow and mature, some of our priorities shift. College funding may move up the list. Managing higher incomes as well as more complicated benefits packages requires more thought. We may even find ourselves caring for aging parents.
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