This Analysis reveals how your plans and wishes currently would stand relative to the COVID-19 pandemic’s current and expected effects on society. You will be given a stress test questionnaire upon which your responses will be discussed personally with Mr. West. Occasionally a screen share Zoom call may be used to communicate important points of interest Mr. West may feel relevant to you and similar situations.
Everyone from estate planning-minded baby boomers to business and property owners should start with this valuable insight, shared personally with Mr. West, given his 48 years of professional Analysis of today’s general economic conditions and
how your financial and estate plans match up.experiences from Wall Street VP to Main Street CFP.
Note-taking during the session is encouraged.
Required client participation: Answers to the Stress Test Questionnaire.