A certified financial planner can make it easier to agree on an estate plan or resolve a dispute. Watch Elston Adviser (and qualified collaborator) Jessie Hinds as she explains how she provides people with the clarity they need to make good decisions.
Resolving an emotional estate dispute or agreeing on the right estate plan isn’t easy. Especially when everyone has their own idea of what’s fair. One way to simplify the process is to bring in a financial professional who can model projections and identify potential advantages and disadvantages of different outcomes.
When your clients can look beyond their current stress and focus on the future, the decisions they’re making today make more sense. That’s why Elston models various options across different timeframes. This modelling can help your clients to better understand the likely impact of the choices they make.
“Once I saw how Elston’s visual projections could make the outcomes of decisions so clear to all parties, I realised that I wasn’t doing the best by my clients if I advised them to settle without full financial forecasting.”Jacqueline Brauman Principal Solicitor, TBA Law