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

In: Personal Financial Planning for Executives and Entrepreneurs

Author

Listed:
  • 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)

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.

Suggested Citation

  • 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 & S, 2021. "The Alternative Story of Delilah, Redemption, and the Promised Land," Springer Books, in: Personal Financial Planning for Executives and Entrepreneurs, edition 2, chapter 15, pages 231-245, Springer.
    • Handle: RePEc:spr:sprchp:978-3-030-65400-9_15
    DOI: 10.1007/978-3-030-65400-9_15
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