HAVE YOU THOUGHT ABOUT ESTATE PLANNING RECENTLY?

An estate plan is the most important part of your financial future and the greatest gift you can leave for your family. It’s not the most uplifting activity, but very necessary to ensure that your loved ones, especially young children are cared for and protected after your passing.

Contrary to popular belief, an estate does not constitute an extravagant amount of money or property.  It consists of all of your assets, no matter how great or small, as well as healthcare documents to make your wishes known

As a financial coach, I can assist you with all the most important points of setting up your estate plan and set up a checklist to make the process easier.

Financial Coach
Carole Peaks Cheatam
770-377-8479
carolepeakscheatam@gmail.com

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