Financial Therapy Program: Must-Haves for Your Peace of Mind
Life is unpredictable, but your financial and legal preparedness doesn’t have to be. Our Financial Therapy Program is designed to equip you with the Must-Haves that ensure your future is protected, your loved ones are cared for, and your wishes are honored.
What Are Must-Haves?
When it comes to safeguarding your assets and ensuring clarity in decision-making, these documents are non-negotiable:
- Will
- Defines how your assets will be distributed.
- Names guardians for minors or dependents.
- Reduces confusion and conflict for your loved ones.
- Revocable Living Trust
- Avoids the delays and costs of probate.
- Provides privacy for your estate.
- Allows flexibility and control of your assets during your lifetime.
- Durable Power of Attorney
- Empowers a trusted individual to make financial decisions on your behalf.
- Essential in case of incapacitation or emergencies.
- Health Care Directive
- Documents your medical wishes in critical situations.
- Names a health care proxy to make decisions aligned with your values.
Additional Must-Haves for Complete Coverage
As part of our Financial Therapy Program, we also recommend considering the following:
- Beneficiary Designations
- Ensure retirement accounts, insurance policies, and other assets have up-to-date beneficiaries.
- HIPAA Authorization
- Grants your loved ones access to your medical records when needed.
- Digital Asset Plan
- Specifies access to and management of your online accounts and digital assets.
- Funeral and Burial Instructions
- Provides clarity and reduces emotional stress for your family during a difficult time.
Who Can Benefit from This Program?
Whether you’re an individual or a couple, the Must-Haves program is tailored to meet your unique needs. Our goal is to help you:
- Protect your assets.
- Communicate your wishes clearly.
- Minimize stress for your loved ones.
Why Choose Our Financial Therapy Program?
At Stephen R. Hartfield, CPA, we don’t just focus on numbers—we focus on lives. With decades of experience in financial management and planning, we provide a comprehensive, compassionate approach to ensure your financial legacy is secure.
Take the First Step Today
Your future starts now. Contact us to schedule a consultation and begin crafting your Must-Have financial and legal plan.
- Phone: 949.457.1783
- Email: srhcpa@debitsandcredits.com
- Visit: Financial Therapy Programs
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