How Balanced is Your Grip on Your Family's Financial Future?

The first sentence on my website reads,

“when the world feels heavy, focus on what you can control, such as a good grip on your family’s financial future.”

Would you agree that the world is feeling pretty heavy these days, or should I say for the past couple of years now?

I could start listing all the things that we have been collectively dealing with, but I won’t. Instead, I’d like to focus on what we can do with this proverbial heavy weight that we’re carrying.

Grounding comes to mind. Revisiting dusty items on our to-do list. Redefining what balance really means in our lives. Questioning the stability of our family’s future in a foreseeable and unforeseeable future. Specific to my line of work, reexamining the family’s assets, debt, budget and estate plan comes to mind.

These are all things that are in our control at any given time; what matters is whether and how much time we choose to spend on each of them, and what our goals are.

When I decided to enroll my homeschooled children in a full-time elementary school and resume my career as an attorney, my family’s goals summed up in one word: balance. This single core value has helped us overcome many challenges and consistently serves as a reset button when life gets tough.

My professional goal also rests heavily on the value of balance as I have structured my law practice to help families become more proactive about their legacy planning, while being mindful about possibly overwhelming debt that may be weighing them down.

I guide my clients to explore their mindset about their debts and their assets; their estate plan and their credit score.

Oftentimes, we ignore planning for the inevitable, our passing, or the possibility of being incapacitated because we don’t want to think about the ‘what ifs’ and instead we end up having an unspoken anxiety that should something happen to me or my spouse, the kids would be left with chaos.

Sometimes, uncontrollable circumstances such as sudden medical debt, extended loss of income, or spiraling credit card debt, leave us stuck in an endless loop of making minimum payments without being able to save a penny to our names; yet again, we ignore it until we can’t.

In both scenarios, we can continue ignoring the problem, or we can literally snap out of it by doing something about. My goal is to help my clients find balance these matters by bringing the issue to the forefront of their mind and on top of their to-do lists.

I hope to help families address those nagging, uncomfortable, subconscious worries about how to get out of debt and/or how to finally find an attorney to draft that Will, Revocable Trust, Power of Attorney, and Advance Health Care Directive.

That’s when your grip on your family’s future will feel much more balanced and in control.

Feel free to reach out to me at 805-424-3131 or visit www.interplaylegal.com to book your free initial connection call. If after our first brief conversation we both feel that an attorney-client relationship would be a fit, then I offer a one-hour complimentary consultation to discuss your options, fees, timelines, etc. My practice focuses on Estate Planning and Debt Relief Solutions, and I look forward to hearing from you.