C3 FINANCIAL PARTNERS

We have found that there are basically three reasons why people dont continue their estate planning, business planning, or philanthropic planning. First, we find that they dont have clarity of their goals and objectives. Secondly, they dont have confidence in the planning that they have done or been advised to do. And, in some cases, they dont have confidence in their advisors. And third, we find that a lot of people think of their planning as an event. They say, Ive done my wills, Ive done my Family Limited Partnership, and/or Ive done my Charitable Remainder Trust. However, we know that things change -- financial situations change, personal situations change, and, tax laws certainly change. With all of that in mind, we emphasize the fact that planning is not an event, but a process. And as a process, it needs to be coordinated among all the key advisors of the client. That doesnt mean that we need to be the ones that are doing the coordination. We just want to m...