O’Hara Wealth Life Map

Clarify vision & future	Balance work & life	Create financial comfort	help & protect family	build a legacy
plan for the future financial planning retirement income estate planning business succession	meet needs income planning expense/budgeting social security corporate benefits	simplify finances investment & savings home & assets automate aggregate	help children allowance & savings loans & gifting special needs learning about money	execute intentions wills & trusts power of attorney medical directives protect heirs
ease life’s transitions marriage/divorce birth/death leaving my home career & profession	enhance lifestyle vacation home family trips & events hobbies & leisure lease v. buy	reduce taxes tax-loss harvesting asset location stock options strategies	assist parents long-term care eldercare counseling medical & housing	help beneficiaries designations special needs trusts & trustees valuation/projections
live my values clarify my mission give to community volunteer my time align investments	manage health medical/supplemental long-term care care concierge wellness & nutrition	protect assets insurance liquidity business continuity corporate structure	fund education savings & investments pre-paid tuition student/parent loans grant/scholarships	give to charities planning strategies tax-advantaged gifts low-basis assets