“Families feel prepared, not overwhelmed.
Surviving spouses gain confidence and control.”
—Michelle Buria, CFP®, MPAS®, AAMS®
During our AccountingToday CPE Webinar, “Planning for life after loss: How CPAs & wealth advisor partnership can guide families through transition,” many participants shared a common question: “We know planning is important, but where do we start?”
Choreo’s Legacy Essentials Binder answers that question. This tool is your comprehensive, fillable guide to organize the critical financial, legal, and personal information your clients and their loved ones will need when it matters most. In fact, It’s the same tool Michele Buria and other Choreo advisors use to help families feel prepared (rather than overwhelmed) though life-changing experiences. Whether you’re helping clients prepare for the future or planning for your own family, this binder aims to bring order and support during a highly emotional process.
At Choreo, we take a long-term view in helping individuals, families, and professionals prepare for life’s most challenging transitions with as much clarity, compassion, and confidence as possible.
If you’d like to talk with a Choreo wealth advisor about how to integrate this tool into your own planning or client conversations, we’re here to help.
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