You may have a succession plan in place for your practice, but what about a plan for your next move?
You've watched colleagues sell their practices and move on to either retire or embark on new frontiers. It looked so effortless, yet that's the last word that comes to mind when you look at the decisions ahead of you.
You may have the business side of things figured out in terms of a succession plan, but the personal considerations of leaving the practice are a concern. In fact, you've helped people your entire career and now you need some guidance.
STPI's Programs help clarify your inevitable questions:
What do I want to do with my life after I leave my company?
Solution: LIVE Program
Living an Exciting and Purposeful New Life: Seven Strategic Steps for Creating Your Successful Personal Transition Plan
Clients explore 10 aspects of their future lives, then brainstorm and select the most satisfying choices so they can create a customized Personal Strategic Plan for living an exciting and purposeful new life.
Clients are advised to find experts in taxes, estate planning, financial planning and wealth managment includng those in our Advisory Network - a talented group of experts to assist with the personal and financial issues around transition planning.
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