THE MASTER PLAN PROGRAM

The Master Plan Program helps you enjoy greater peace of mind by integrating all of your fi nancial, legal, estate, and life planning. Created by Woodman & Eaton, the program helps high net-worth families bring together all of their strategies and advisors under a single, comprehensive plan.

“Working with our clients, we have noticed that many of them are concerned that they have missed an important step in their planning,” says Byron Woodman. “Their financial and legal affairs may have become increasingly complex, and they may have a number of different advisors working in isolation from each other. They also have to act as their own quarterback, directing the activities of their advisory team. For this reason, they wonder if they have missed something important, or made a mistake that might cause serious problems in the future. They are also spending a lot of time managing their affairs, when they would rather be doing something more enjoyable.”

“That’s why we developed The Master Plan Program. It is an exclusive program that serves the complex needs of high net-worth families. During hands-on, interactive sessions, we help them clarify their goals, and develop a master plan to achieve them. Then we bring together all their advisors to ensure that everyone is working together towards the same objectives. We also have regular review sessions to refi ne the plan, and ensure that the entire team stays on track.”

“By going through this integrative process, our clients report that they are enjoying greater peace of mind. They feel more confi dent that they haven’t missed something important and they know that their team is working together. They also report that they have more time to enjoy their lives.”

If you are interested in learning more about The Master Plan Program, call Woodman & Eaton at 978.369.0960.