Services | Identity Theft Prevention Planning

We’ve all heard the horror stories of people having their identities stolen and the time, effort, and resources it costs them to try and set things straight. In fact, you may have already had your identity stolen and you know what this experience is like first-hand.

In the case of identity theft, Benjamin Franklin’s adage “An ounce of prevention is worth a pound of cure” certainly holds true. There are steps you can take to minimize the opportunities to have your identity stolen. We work with clients to make sure they’ve addressed these steps.

This may not sound like the typical service that a financial planner would address with clients; yet it makes perfect sense to do so given our holistic planning philosophy. You are hiring us to help advise you on reaching your life planning goals. If your identity gets stolen, lots of your time and attention that you would otherwise spend on your goals and enjoying life needs to be diverted to this issue.

We’ll help you take a few key steps that can go a long way toward minimizing the chances of your identity being stolen.