We spend our lives accumulating wealth, property, and other items but don’t always consider what to do with them. Instead of thinking of financial and estate planning as burdensome, stressful, or something to put off, what if we approached the process like planning an adventure? Adventure planning should include some structure but allow for flexibility. It should leave you feeling a little uncomfortable but empowered. Financial and estate planning can make you feel the same way.

This guide empowers the reader to explore retirement options and estate planning decisions by thinking about what key areas of life people care about most, focused on how you want to live, the people in your life, your legacy, a business, and living within your means (whatever that means for you). The result is “Choose Your Own Adventure: A Financial and Estate Planning Guide”.