The Coordinated Wealth Blueprint

Inside the Guide

The 7 Mistakes — and How to Coordinate Around Them

• The Tax Planning Mistake- using a CPA who prepares the return but never plans the next one
• The Estate Planning Mistake- documents that don't match how assets are actually titled
• The Retirement Planning Mistake- drawing down accounts in the wrong order
• The Asset Protection Mistake- waiting until after the claim arises
• The Trust Planning Mistake- trusts funded with the wrong assets, or never funded at all
• The Business Succession Mistake- starting exit planning six months before sale, not five years
• The Generational Wealth Mistake- funding heirs without preparing them

Every one of these mistakes is preventable. Every one is common. What they share is that no single professional- CPA, attorney, advisor, insurance agent, trustee sees the whole picture. The Blueprint walks through each mistake and the coordinated framework that prevents it.