The Path and The Plan: Our Process

Define Your Legacy

We help you to define your legacy based on your values, goals and objectives that naturally act as an internal compass to guide the process.

Customized Lifestyle & Cash Flow Model

We create a customized lifestyle and cash flow model based on your assets and your retirement goals. This model will show the assets you need to keep for retirement and those you can afford to give away.

Role Play Your Current Estate Plan

We role play your estate plan based on your current wills, trusts and net worth statement. You can then evaluate if your current plan reflects your values.

Toolbox

We have an extensive toolbox of strategies - products, services and strategic partnerships - to tailor a solution to meet your financial legacy.

Estate Planning Playbook

We create a customized playbook with wealth transfer strategies to create your values based estate plan.

Test New Strategies Using Lifestyle & Cash Flow Model

We test your new estate planning strategies using your customized lifestyle and cash flow model to determine the impact of the plan on your retirement income, net worth, and your legacy.

Coordinate With Other Advisors

We meet with your legal and tax advisors to work through the necessary steps to implement your plan.

Family Meeting

We can help you facilitate a family meeting to communicate your new values based plan - your legacy - to your children.

Continuing Support

On an ongoing basis, we update, role play, and monitor your plan.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., A Registered Broker/Dealer and Investment Advisor, Member FINRA/ SIPC. Chaffee & Associates, LLC is independently owned and operated. Chaffee & Associates, LLC is a member of M Financial Group.

Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck For important information related to M Securities, refer to the M Securities' Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. #5537810.1