Advanced Planning

Team Paula’s Advanced Planning organizes and simplifies your financial life.  This approach encourages meaningful conversations proactively addressing financial concerns on a regular basis integrating your purpose, priorities and goals.  Advanced Planning helps you stay engaged and aware of your financial situation, making thoughtful decisions for your future and confident no stone has been left unturned.

Team Paula's solution-based High Net Worth Advanced Planning Services include:

  • Business Succession Analysis
  • Business Sale Analysis
  • Stock Option Analysis
  • Income Tax Analysis
  • Estate Plan Analysis
  • Financial Planning
  • Mitigating Taxes
  • Protecting Assets
  • Analyzing Charitable Options

Team Paula provides monthly Thought Leadership Articles and quarterly Three Thought Provoking Questions along with our proprietary e-newsletter Chesser Report intended to explore Wealth Enhancement, Wealth Transfer, Wealth Protection and Charitable Giving topics key to your financial success and financial lifestyle.