Discover Smart Planning 101
Smart Planning 101
It's What You DON'T Know That Can Hurt You.
My name is Nicole Wipp. I am a passionate advocate of smart planning because I see – every day – the results of failing to properly plan.
Planning isn’t just about getting your will done or going to see your financial planner once a year. SMART planning involves an educated process that incorporates the latest in legal, financial, and healthcare strategies to work toward the most desirable result – the quality of life, throughout your entire life.
The biggest problem, too often, is that “traditional” notions of what is right to do in both legal and financial estate planning don’t always work in today’s world.
I created SmartPlanning101 to help all of us learn how to be better planners for the future – and stay in control. To learn how and when we need to challenge the “status quo” and “conventional wisdom.” To be in a nutshell - “smart planners.”
This website, and the SmartPlanning101 Podcast, will be fully launching again in August of 2021. I invite you to learn more about what you don’t know – so you can be the smartest planner possible.