{"id":1062,"date":"2022-03-22T16:17:17","date_gmt":"2022-03-22T16:17:17","guid":{"rendered":"https:\/\/www.letitiaberbaum.com\/?page_id=1062"},"modified":"2022-10-18T20:12:40","modified_gmt":"2022-10-18T20:12:40","slug":"creating-your-vision","status":"publish","type":"page","link":"https:\/\/www.letitiaberbaum.com\/creating-your-vision\/","title":{"rendered":"Creating Your Vision"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"1062\" class=\"elementor elementor-1062\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-3ac6fa4 elementor-section-height-min-height elementor-section-full_width elementor-section-items-stretch elementor-section-content-middle elementor-section-height-default\" data-id=\"3ac6fa4\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4b708ae\" data-id=\"4b708ae\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-2761b01 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default\" data-id=\"2761b01\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-2ee5148\" data-id=\"2ee5148\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-8127891 elementor-widget elementor-widget-image\" data-id=\"8127891\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 11-03-2024 *\/\n.elementor-widget-image{text-align:center}.elementor-widget-image a{display:inline-block}.elementor-widget-image a img[src$=\".svg\"]{width:48px}.elementor-widget-image img{vertical-align:middle;display:inline-block}<\/style>\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"600\" src=\"https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/2022\/05\/e69122b6517fd61aed604501c9fab775-xlarge.jpg\" class=\"attachment-large size-large wp-image-1542\" alt=\"Letitia Berbaum meeting wtih woman in conference room\" srcset=\"https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/2022\/05\/e69122b6517fd61aed604501c9fab775-xlarge.jpg 1024w, https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/2022\/05\/e69122b6517fd61aed604501c9fab775-xlarge-300x225.jpg 300w, https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/2022\/05\/e69122b6517fd61aed604501c9fab775-xlarge-768x576.jpg 768w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-b126183\" data-id=\"b126183\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-a517b12 elementor-widget elementor-widget-heading\" data-id=\"a517b12\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 11-03-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h2 class=\"elementor-heading-title elementor-size-default\">Vision Planning<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d1f76d elementor-widget elementor-widget-text-editor\" data-id=\"7d1f76d\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 11-03-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\t<p style=\"text-align: left;\">We start with holistic financial planning to create your roadmap with a step-by-step process that supports achieving your long-term goals. Some of the questions we help address are:<\/p><ul><li style=\"text-align: left;\">How soon can you retire?<\/li><li style=\"text-align: left;\">Are you on track in reaching your financial goals?<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ca8ca4f elementor-align-left elementor-widget elementor-widget-button\" data-id=\"ca8ca4f\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.letitiaberbaum.com\/5-steps-to-early-retirement\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Click to Learn More<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-c7e3103 elementor-section-height-min-height elementor-reverse-mobile elementor-section-boxed elementor-section-height-default\" data-id=\"c7e3103\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-3183df1\" data-id=\"3183df1\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1bdc55d elementor-widget elementor-widget-heading\" data-id=\"1bdc55d\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Risk Management<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-af17290 elementor-widget elementor-widget-text-editor\" data-id=\"af17290\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p style=\"text-align: left;\">There is an inherent risk with investing. Understanding your personal risk tolerance is important with the overalll investment strategy to ensure your investments are aligned with your short and long-term objectives. Some questions to consider when navigating risk include:<br \/><br \/><\/p><ul><li style=\"text-align: left;\">Are there investments at a risk level you are comfortable with?<\/li><li style=\"text-align: left;\">How much time do you have until you need to take income from your investments?<\/li><li style=\"text-align: left;\">Are your loved ones protected in case something happens to you?<\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a774e70 elementor-align-left elementor-widget elementor-widget-button\" data-id=\"a774e70\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.letitiaberbaum.com\/free-investment-portfolio\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Click to Learn More<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-0c5a737\" data-id=\"0c5a737\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3f00513 elementor-widget elementor-widget-image\" data-id=\"3f00513\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/elementor\/thumbs\/ad75fdc3ebd44a8f635633cd5b3db9a1-xxlarge-plo38ftojvafaludusbfr8c633b5ok53o5r6wyhfjw.jpg\" title=\"ad75fdc3ebd44a8f635633cd5b3db9a1-xxlarge\" alt=\"Letitia Berbaum at counter\" loading=\"lazy\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-3dcdc41 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default\" data-id=\"3dcdc41\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-6ce2dad\" data-id=\"6ce2dad\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d3518f0 elementor-widget elementor-widget-image\" data-id=\"d3518f0\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"600\" src=\"https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/2022\/03\/252a2615dc24c19403fc3b933877b0b2-xxlarge-1024x768.jpg\" class=\"attachment-large size-large wp-image-696\" alt=\"\" srcset=\"https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/2022\/03\/252a2615dc24c19403fc3b933877b0b2-xxlarge-1024x768.jpg 1024w, https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/2022\/03\/252a2615dc24c19403fc3b933877b0b2-xxlarge-300x225.jpg 300w, https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/2022\/03\/252a2615dc24c19403fc3b933877b0b2-xxlarge-768x576.jpg 768w, https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/2022\/03\/252a2615dc24c19403fc3b933877b0b2-xxlarge-1536x1152.jpg 1536w, https:\/\/www.letitiaberbaum.com\/wp-content\/uploads\/2022\/03\/252a2615dc24c19403fc3b933877b0b2-xxlarge.jpg 1600w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-07e9c17\" data-id=\"07e9c17\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-e547646 elementor-widget elementor-widget-heading\" data-id=\"e547646\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Wealth Transfer<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b3bbeca elementor-widget elementor-widget-text-editor\" data-id=\"b3bbeca\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p style=\"text-align: left;\">Whatever stage you are in, we focus on creating wealth management plans that provide financial security and freedom so you can enjoy your life fully. Whether your priority is to spend with your family, start a business, retire comfortably, engage philanthropically or transfer wealth to your children, we strive to assist you in achieving your goals.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-da224b1 elementor-align-left elementor-widget elementor-widget-button\" data-id=\"da224b1\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/www.letitiaberbaum.com\/financial-wellness\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Click to Learn More<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Vision Planning We start with holistic financial planning to create your roadmap with a step-by-step process that supports achieving your long-term goals. Some of the questions we help address are: How soon can you retire? Are you on track in reaching your financial goals? Click to Learn More Risk Management There is an inherent risk [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":3397,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.letitiaberbaum.com\/wp-json\/wp\/v2\/pages\/1062"}],"collection":[{"href":"https:\/\/www.letitiaberbaum.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.letitiaberbaum.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.letitiaberbaum.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.letitiaberbaum.com\/wp-json\/wp\/v2\/comments?post=1062"}],"version-history":[{"count":178,"href":"https:\/\/www.letitiaberbaum.com\/wp-json\/wp\/v2\/pages\/1062\/revisions"}],"predecessor-version":[{"id":3404,"href":"https:\/\/www.letitiaberbaum.com\/wp-json\/wp\/v2\/pages\/1062\/revisions\/3404"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.letitiaberbaum.com\/wp-json\/wp\/v2\/media\/3397"}],"wp:attachment":[{"href":"https:\/\/www.letitiaberbaum.com\/wp-json\/wp\/v2\/media?parent=1062"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.letitiaberbaum.com\/wp-json\/wp\/v2\/oi_page_folder?post=1062"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}