The dictionary defines proactive as: “creating or controlling a situation by causing something to happen rather than responding to it after it has happened.”
The latter part of that definition – “responding to it after it has happened” is called being reactive.
At Planning You Can Trust, being proactive is the foundation upon which we base our relationships with clients.
To discover where you need to be, it helps to know exactly where you are. The first step to being proactive is to gain a complete picture of your financial wellness. As an introduction to our firm, Planning You Can Trust offers you a complimentary proactive financial review.
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“A PROACTIVE tax preparer does things differently. They go through your taxes line by line and share with you all the things you can do TODAY to reduce your taxes for TOMORROW. They provide PROACTIVE tax advice by doing tax projections and identifying opportunities in the future.”
“To be a PROACTIVE estate planning attorney, you have to ANTICIPATE future issues BEFORE they are issues. A PROACTIVE estate planning attorney will listen to the clients’ concerns and give them all of their options. They will ask questions specific to the client’s situation and often answer questions the client may not have known to ask.”
“To be a PROACTIVE investment advisor, you need to take into consideration the client’s FUTURE needs. Recommendations should be implemented for the best course of action in the FUTURE.”
“What makes Planning You Can Trust different are the financial planners, tax preparers and living trust attorneys that we have working together for the best interests of the client, and focusing on PROACTIVE advice.”