(Drone Video of Alpen Way Chalet Mountain Lodge)
Every day we talk with clients about our financial planning process. Step two in the process is where we spend a lot of time defining client objectives. Several months ago, we were approached by some clients who had a very clear objective: For thirty years, their goal was to own their own bed and breakfast in Colorado. After four months and, after assembling a team of more than ten professional advisors, we’re happy to announce that our clients are now the proud owners of Alpen Way Chalet Mountain Lodge in Evergreen, CO. Not only were we able to make our clients’ long-time dream a reality, but we did so in the context of a comprehensive financial planning process that also examined where owning a business fit within their broader retirement, tax, estate, risk, and investment planning objectives. This was a clear example of how financial planning can be beneficial, and also how it’s always centered on a client’s goals.
Originally Posted over here: Client Success Story: How Financial Planning Made a 30-Year Dream a Reality