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22. Executive Summary Plan
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Combines several planning strategies
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Addresses primary planning goals
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Simpler and less expensive than a Comprehensive Plan |
Some clients want to integrate a tactical plan into their existing plan. When given this opportunity, we show how our wealth planning process allows a client to optimize his or her plan by using our sophisticated CASE optimization software to combine all tools on a single flow chart and provide up to 100 pages of supporting document to explain the flow chart. We summarize the whole plan with a bar chart showing how the new plan provides greater tax savings, larger transfers to heirs, bigger charitable gifts, or other benefits not available with the client's existing plan.
Note: The Executive Summary Plan does not have the year-by-year cash flows. The client must upgrade to the comprehensive plan if interested in the annual cash flow summaries.
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