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This is not about financial planning. It’s about Dignity Planning. How will you maintain your dignity if you live, if you get sick and if you leave:
Dignity Planning takes you through these three main considerations:
1. If you live a long time, to your 80s,90s, or 100s will you run out of money or need to adjust your lifestyle after retirement? How will your parents’ aging or illness affect your life and financial plans? Will you have the money you need to live in dignity until the day you die?
2. What if you get sick or disabled? Will you have the money to get the quality of care you desire to keep your dignity if you get sick, hurt or disabled?Will you be able to pay your monthly mortgage or rent? How would you feel if you became dependent on your heirs?
3. What if you leave? Reflects on death and legacy or divorce and how you will pick up the pieces after.
Sheilla helps you understand life insurance, disability, long-term care and annuities so you can make smart decisions, build tax-free wealth, and protect what matters most. Sheilla is your partner and advocate throughout your life. She can cover all 50 states and help immigrants to the US get coverage. She also helps business owners with succession planning or cut their taxes through strategies that most accountants and tax advisors are not aware of.
Sheilla’s Story:
Sheilla Vidal has been a licensed Physical Therapist since 2002. After years of working with patients who have suddenly lost their physical independence and their ability to provide income for their families, and seeing the cost of living expenses and health care rise, Sheilla sought out affordable solutions that will provide for her and her family if she suddenly can’t work due to a serious illness. Sheilla is a firm believer that it is our duty to do right by the people we love, and healing can not take place when financial stresses are insurmountable. Because she knew she needed to save more, she worked more. After working 6-7 days a week for a while, she was mentally and physically exhausted, barely having time to spend with her then four-year-old daughter. Sheilla reached her breaking point after she lost two pregnancies, a miscarriage and stillbirth.
Taking time to mourn her loss, she realized that she was back to zero, she still needed a solution that will help her with unexpected illness but not at the expense of her health and family time again. She needed something that worked, and thankfully she found out about no-cost living benefits and tax advantaged plans that allowed her to build assets for current and future generations. Now enjoying financial security and peace of mind, Sheilla became a broker and Dignity Planning Consultant to help families do right by the people who matter, attain financial security, eliminate the financial stress that come with unexpected illness by providing access to money to pay for caregiver, rent/ mortgage, medical bills, food, tuition and other living expenses. They can live a life of dignity and at the end of the day, that is what truly matters. Sheilla is here to do right by you so you can do right by the people who matter most. Sheilla educates clients and partners with them to protect their assets, plan so they can continue caring for their loved ones and live with financial security and dignity.
Sheilla also helps other women and parents to start a career in helping families with financial solutions. This is how she pays it forward and helps other people achieve time and financial freedom which she had achieved since becoming a FEG agent.
Other services include: Plan review, providing reliable, responsive, compassionate service to clients on their policy. Legacy Planning, Wealth Accumulation, and Retirement Planning.Business Succession Planning. Providing answers to questions like,”How do I make sure I don’t run out of money in retirement?”
If you want to ensure your hard-earned money is working harder for you, contact Sheilla Vidal at 707-319-5651 or click https://calendly.com/sheillavidal/meet
I’m Sheilla Vidal, I'm a licensed Physical Therapist turned Retirement Planning Consultant and Insurance Broker at Live With Dignity https://livewithdignity.site/ partnering with you so you can plan for the unexpected, do right by those who really matter and live in dignity no matter what life brings.
My mission is to help Filipino families and their children's children become financially secure and live in dignity. Being an immigrant who came to the US in 2000, and worked in Physical Therapy, I learned the devastating effects of an illness and its impact on long term wealth. I then sought out solutions and studied how money works here in the US. I was able to secure my family, and be prepared for the unexpected such as a serious illness, a permanent disability, or loss of a loved one. I built assets, protected and grew those assets for the future generations. I want to help you do the same. No matter where you're from, or where you're at in your life, you can build generational wealth, secure your family and live with dignity. It is never too late to start.
Filipino families are deeply rooted in caring for our loved ones and even go so far as making sacrifices to help elderly parents, grandparents and extended family members. My vision is to see families being able to do so with greater ease, less stress and more financial freedom to access quality of life solutions and options.
With proper Dignity Planning we can navigate life more successfully, live happily, focus on our life passions and leave a sound legacy for the future generations.
At the core of my work is love, love for the people who matter most. The thinking and planning process every client of mine goes through comes from their love for the people in their life. A parent for their child, a daughter or son for their parent, a grandparent for their grandchild, a business owner for their employees or partner. For me, it is truly rewarding to witness this love, and humbling at the same time, to be a trusted partner in this expression of love.
I am all about family, relationships and maintaining quality of life for each individual however long it lasts. I am never too busy to help individuals and business owners nationwide.
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