Planning Resources for Financial Professionals
The “Planning Team” at the Elder Law Office of David Wingate, P.C.
At the Elder Law Office of David Wingate, P.C., we work closely with other professionals, including Physicians, Social Workers, Hospital Discharge Planners, Nursing Home and Assisted Living Administrators, Geriatric Care Managers, Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the planning team. We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective planning.
Our Approach
Our approach is to provide our clients with a short form questionnaire. This not only facilitates a more productive first meeting, but helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals.
At the initial consultation we provide the client with our general recommendations and a fee quote for the services we will be providing. They will be provided with an agreement which they may sign at the meeting, or take with them for review and signature.
During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients, be it, Medicaid, Veteran’s Benefits or Life Care Planning.
We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, we dedicate a significant amount of time to the signing of documents. It allows us to explain each section of the plan, and answer any questions that have come up in the process.
We work directly with our clients, or with you, or both, to ensure health care needs, or long term care issues; or any other issues are properly addressed. We also keep our clients informed on a regular basis through our seminar programs and correspondence. Through these regular touch points we keep clients informed about changes in the law that might affect them, and remind them to monitor their plans with regard to major life events.
Your Approach
Every professional organization has different processes, and different methods for interacting with clients. We are happy to work within your processes, or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.
Resources
Joint Marketing
We are happy to work with you to speak to your clients or prospects on senior issues, including medicaid, veteran’s benefits, life care planning or other topics. We have facilities to accommodate small seminars and workshops and would welcome the opportunity to conduct joint marketing efforts with you. Please call the office if you would like to plan a workshop or implement any other marketing plans.