helping you sort through the many issues that affect your financial well being
  Arlene R. Foreman
  Fee-Only Professional Fiduciary/Independent Trustee
Certified Trust & Fiduciary Advisor
Chartered Financial Consultant®
Master of Science in Financial Services
Chartered Life Underwriter®
Arlene R Foreman financial planning consultant of Ft Meyers, FL

Arlene R. Foreman

10091 Colonial Country Club Blvd.
Fort Myers, FL 33913-70118
Phone: (239) 826-4588

View Arlene  Foreman, CLU, ChFC, CFP(r), CTFA(tm)'s profile on LinkedIn

Equal vs. Equitable Financial Planning?

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These are our kids. Little Miss Cricket is the gray one: shy, timid, calm, sometimes quiet- she can be very independent. The little white one here is Mr. Shayney.  He thinks he's the pack leader of our family; he protects me.  He's always at my side or in my lap.  I treat the two of them equally.  They get the same food, the same treats.  We walk together, we ride in the car together; they even sleep together in the same crate.  I treat them equally- well, pretty much so.  When he looks at me like that, don't you think he gets an extra little treat?  Sure, he does.  And when she looks at me with her little soulful eyes, she gets some extra pampering.  

Equally? Maybe equitably.

When you go to your attorney, you're going to have documents that reflect what you want - within the law of course.
But defining what you want isn't so easy.  I spend a lot of time with my clients talking about what they want; how it's going to play out; and how you, your family, your friends, your charities will be affected.  We play a lot of “what if's,” so that by the time you - or we - go to your attorney, you are able to articulate clearly what it is that you want. Then we all work together as a team to pull it together - to make sure it can happen.

For some of my clients, I'm going to be handling their financial affairs when they're not able to, or when one of them dies.  It's because some of them don't have family, or no one close by.  Or maybe they don't have someone close by they can trust, or maybe they just don't want to pick out one child and favor that child over the others.  From my perspective, I watch how all of this plays out.

Do you want to treat them equally?
Do you want to treat them equitably?

Let's talk about that.

I'm here to help you sort through the many issues that affect your financial well -being.

Certified Financial Planner Board of Standards Inc. owns the
certification marks CFP®,
CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.

The marks CLU® and ChFC® are the property of The American College and may be used by individuals who have successfully completed the certification requirements for this designation.

The CTFA™ designation is awarded by the Institute of Certified Bankers, a subsidiary of the American Bankers Association.

Five Star Professional Wealth Manager - 2012 Five Star Professional Wealth Manager - 2011 Five Star Professional Wealth Manager - 2014 Financial Planning Association - Proud Member since 2010
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