“I learned a long time ago that there is something worse than missing the goal,
and that’s not pulling the trigger.”
Mia Hamm, American soccer player
Nowadays, so many of us turn to friends and influencers for advice and recommendations. In order to best utilize what you learned from the Jones family’s use of the three steps and stories, personalize what you suspect would work for your situation and then seek an advisor/tax consultant/eldercare attorney or other specialist.
Each generation can employ the steps according to their own timeline, finances, historic and current health, and view of the world. When seeking advice, most families will interact with several categories of advisors who all serve different roles. Remember, the devil is in the details so ask lots of questions.
To get a general feeling for Jodi and Jackson’s understanding of what works for them, their advisor used a chart that reviewed some pros and cons of various insurance options.
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