Our planning methodology begins with identifying your Key Value Drivers. Prior to planning recommendations or product discussion, we explore what matters most. Key Value Drivers represent all those things in life that you’ll fight for – even when your back’s against the wall.

Together, we become refreshingly clear on your Drivers. The result is a baseline of conviction that creates a logical decision tree, and a clear priority sort, for our subsequent planning discussions. The process puts your brain in choice-making mode allowing our conversations to be fun, even empowering.

Anything you seek to touch or influence in planning becomes a reflection of your Key Value Drivers. That’s Planning from the inside out.

Key Value Drivers

  • Financial Independence
  • Family – inner circle/extended
  • Career
  • Education
  • Travel
  • Health & Fitness
  • Faith
  • Gifting
  • Relationships
  • Recreation
  • Legacy
  • Hobbies & Entertainment
  • Community

Planning Topics

  • Financial planning
  • Investment allocation and management
  • Retirement projections and goals
  • Cash flow projections and resource management
  • Buy/sell primary residence
  • Buy/sell/build second home
  • Planning for tax, college, weddings
  • Lifestyle spending analysis
  • Employer benefits: life, disability, health, retirement
  • Debt management
  • Tax optimization
  • Extended care plan
  • Social Security planning
  • Charitable planning
  • Empty nester planning
  • Estate planning
  • Understanding your legal documents
  • Wild Card: unpredictable opportunity
  • Wild Card: unpredictable obstacle

Tools & Strategies

  • Investment vehicles
  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Qualified charitable deductions
  • Donor Advised Funds
  • Wills
  • Living trusts
  • Healthcare directives
  • Powers of attorney

The Brain Trust

Morris Shank Wealth Management is a fiercely independent firm. We answer to you, our client families, and to the integrity and ethics that you should expect from a firm like ours. At the same time, we believe iron sharpens iron; that collaboration with fellow professionals makes you better at your craft.

The Brain Trust is a formal consortium of independent advisors. Our firm relies heavily on our consortium colleagues to stress-test our ideas and expand our learning. Together we believe that many minds are better than one, and we enjoy the checks and balances we bring to each other’s planning worlds.

All of us in The Brain Trust embrace a giving mentality. We share time, talent and even resources. Collectively, we represent a vast diversity of skills on which to call, none of whom are housed in a home office of a large institution. That’s fierce independence.