The Playbook

In the Playbook, you will discover how your financial life can be organized. The goal is to get your financial household decluttered and Ben James, CFA, CFP shows you how to get all of the relevant items in one spot. In doing so, you will get a holistic picture of your financial concerns and a system to make sure that all of the financial fundamentals are addressed. -The Playbook addresses how to create Goals and Objectives. When we can clearly articulate our goals, we can get better results.-The Playbook addresses Financial Statements. Not only what to do with the company generated statements that come in the mail but also creating your own net worth statement and cashflow statement.-The Playbook discusses Estate Planning Strategies. You might be surprised to learn how easy it is and how misunderstood it is as well. -The Playbook takes a look at Insurance decisions and document storage. You will learn about the continuum of Self Insured to Fully Insured.-The Playbook discusses Tax Document Storage and Tax Preparation. Understanding what you need to save and for how long. Make your tax filing time easier with this strategy.-The Playbook addresses Performance reporting of portfolios. Are your fee's paying for themselves? Are we being underserved by using outdated performance measurements? -The Playbook guides a decision-making process for Social Security Retirement Benefits and Pension Election Decisions. These are some of the most important choices you will make in your financial life. Many people don't consider all of the factors in making these decisions such as opportunity cost and many people don't understand the choices they have. The Playbook is an easy to understand and implement system that enables you to: reduce clutter by understanding what documents and statements you need to actually keep, focus on what's important by reducing clutter in your finances, gain a holistic view by seeing everything in one place, create an opportunity for your advisors to see that holistic view as well, have a system in place to make sure the I's are dotted and T's are crossed for all of the important details, and The Playbook gets all of your financial affairs organized and in one spot so that when someone has to take over for us they have all of the important information thoughtfully organized for them.