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Taking Charge Series

The Taking Charge Series, a complimentary offering of Koley Financial, suggests a process for identifying and compiling information about the household. The results are intended for use in daily household matters as well as be a source of information for situations that go beyond daily life. Completed and maintained, the household information files become a valuable tool for use during household crisis and or disruptive situations. The files provide information for someone outside of the home to manage the financial situation of the household, if such a need should arise.

The series touches on the monthly income and expenses, the expected or planned short term expenses of the following months, and the visions of the future needs and financial stability of the family, as well as legal documents, funeral planning, and taxes. Guest professionals include an attorney, financial advisor, financial strategist, and funeral planner.

SESSION 1: MONTHLY EXPENSES

Discussion: Planning income use and meeting expenses, identifying and evaluating current expenses.

SESSION 2: INCOME SOURCES

Discussion: Locating all sources of income and designating use of such income.

SESSION 3: EXPECTED OR PLANNED EXPENSES IN THE SHORT TERM

Discussion: Listing all expected and planned quarterly, semi-annual or annual expenses, and documenting strategies for payment.

SESSION 4: ARRANGING LEGAL DOCUMENTS

Discussion: Preparation of proper legal documents for members of the household.

SESSION 5: PLANNING FOR FUTURE INCOME AND INVESTMENTS

Discussion: Creating income streams for retirement.

SESSION 6: PLANNING FOR FUTURE OBLIGATIONS

Discussion: Funeral planning strategies

Discussion: Tax planning considerations

2018 SCHEDULE

To reserve a space for this class please call 402-827-5547 or email us at Info@KoleyFV.com

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