Hi, I’m Mike Walther from Oak Wealth Advisors with a different approach to planning.

I want everyone to think about what’s most important in their planning and whether or not the financial planning they’ve been doing actually addresses those things. What we’re talking about today is not the administrative planning that’s probably already been done for you, which would include estate planning. Medical directives, end of life planning, funeral and burial wishes, things you’ve probably already communicated to your family that you’ve completed with your attorney or financial planner. What I’m talking about is the things that are truly most important to you and to your family. We’d call that pre-mortem planning.

What would happen if you were gone tomorrow? What would you regret not doing? What relationships should have been repaired that wasn’t? So if you gave yourself a month or a year. And had to get the most important things done. What would those priorities be? Let’s focus on those together and see how we can help you get them done. Let’s wipe out the top of the bucket list. Maybe we can’t complete everything, but let’s do the things that are the very most important to you and your family.
In addition, when you’re gone, how do you want to be remembered? Is there something you can do to make sure that that legacy that you have in mind actually gets carried out when you’re gone?

And then maybe most importantly, if you’re in charge of someone else’s care. Be it a parent or a child with a disability, what are those challenges they have? Is it something related to mobility? Is it decision-making or communication? Well, if you’re not here to assist with those vital elements of their life, what’s going to happen? Think about what’s happening if you’re gone for just a day and can’t be involved in those processes. What if you’re gone for a week? What kinds of supports would be needed? What if you looked at it for an entire month? And said if I wasn’t there, all these things would fall apart in my absence.

Let’s get those things documented, whether it’s a routine, medicine or medications, likes and dislikes. What are their abilities and their challenges? And also what’s important to the family? What are those religious or family traditions that should be carried on if you’re not around? Now, I know that’s a lot to try to take in, but it’s probably the most important focus you can have for your planning and to assist you with getting all that organized and documented and shared.

There are several online support tools from Danny Plan to Vest Life to Ellie Plan, all of which assist families in organizing and sharing their most important information. So we hope today’s information will be helpful to you and your family to really focus on what’s most important to you. There are no right or wrong answers, but getting laser focus on what’s most important and working with a firm like Oak Wealth Advisors to help you execute and get that planning done. It can be absolutely beneficial to everyone in your entire family.

With that, we’ll leave you with our contact information and we’ll hope to hear from you soon. Best wishes.