"My Wish & Request"
"My Wish & Request"
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Life Strategy - personal business plan
Life Strategy - personal business plan
Helping clients
Helping clients
unique, complex wishes
complex financial situation
different and sometimes conflicting survivor's need
realistic, pragmatic approach; want to relieve the burden of decision making from the shoulders of those they love
Life questions
Life questions
When people arrive to forks in the path of life, some questions start bubble to the surface:
Am I living the life I want?
How much of my life have I missed from under-planning or over-planning?
How can I best reassess my life, my goals, my priorities?
How can I better say no to the noise, and yes to the things which are important to me?
Current solutions
Current solutions
Lawyers, Accountants, Tax advisors
Power of attorney
Will and trusts
Financial & Tax plan
"My Wish & Request"
"My Wish & Request"
Our unique, proven and tested "My Wish & Request” ™ methodology, allows persons in good health, both physically and cognitively, to clearly and accurately define, state and document their desires for the rest of their lives, until and after their passing; then translate them into a detailed, actionable plan.
Our method is not a quick fix, it doesn't offer shortcuts or tricks; Instead it provides a map for lifelong learning. While the path is challenging and results at time are hard won, the process fosters genuine and lasting transformation.
“The process of creating my personal planning really helped my wife and I express and understand our wishes, and ensure we have the resources needed to making it happen”
“The wealth of experience, combined with the empathetic, systematic and professional approach helped us openly discussing some difficult aspects”
“My lawyer, accountant and banker are all very competent, but I really needed help crafting my personal business plan”
"We created a Birth plan before our son was born, it just makes sense for us to have a plan for other life events”
The participants in our pilot offering were delighted; they found our method more comprehensive and effective than any method they had used previously.
They told us that they would talk about it to others.
Get in touch at [LifeWishInstitute (at) gmail.com]
Get in touch at [LifeWishInstitute (at) gmail.com]
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