The Alternative Story of Delilah, Redemption, and the Promised Land

Michael J. Nathanson (), Jeffrey T. Craig (), Jennifer A. Geoghegan (), Nadine Gordon Lee (), Michael A. Haber (), Max B. Haspel (), Seth P. Hieken (), Matthew C. Ilteris (), D. Scott McDonald (), Joseph A. Salvati () and Stephen R. Stelljes ()
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Michael J. Nathanson: The Colony Group
Jeffrey T. Craig: The Colony Group
Jennifer A. Geoghegan: The Colony Group
Nadine Gordon Lee: The Colony Group
Michael A. Haber: The Colony Group
Max B. Haspel: The Colony Group
Seth P. Hieken: The Colony Group
Matthew C. Ilteris: The Colony Group
D. Scott McDonald: The Colony Group
Joseph A. Salvati: The Colony Group
Stephen R. Stelljes: The Colony Group

Chapter 15 in Personal Financial Planning for Executives and Entrepreneurs, 2021, pp 231-245 from Springer

Abstract: Abstract The authors offer an alternative story of David, Abby, and Goliath, in which Abby reconnects with her friend, Delilah, a financial planner at a wealth management firm called Redemption Wealth Management. Delilah works with the couple to create a detailed, written financial plan designed to provide them with financial peace of mind. The plan maximizes the ability of David and Abby to earn income and benefits from their companies; establishes a path to achieve financial independence; minimizes the risks to which the couple is subject; optimizes their current and future tax circumstances; and establishes a plan for their legacy. Goliath still suffers a setback, and David still has a heart attack, but the couple’s financial plan allows them to live with peace of mind.

Date: 2021
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DOI: 10.1007/978-3-030-65400-9_15

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