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Wednesday, August 17, 2016

GERRY'S BASELINE CHECK LIST, 17 AUGUST

GERRY'S BASELINE CHECK LIST ~ AUGUST 16th, 2016

NOTE:  PLEASE CREATE YOUR OWN EXTENSIVE LIST THAT FITS YOUR NEEDS.

THIS LIST REPRESENTS MY SHORT LIST OF IMMEDIATE TARGET POINTS, AND IT DOES NOT REPRESENT AN EXHAUSTIVE LIST WHATSOEVER.  IT IS NOT INTENDED TO BE FINANCIAL, LEGAL ADVICE OF ANY NATURE.


1.  IT'S REALLY IMPORTANT TO DISCERN WHETHER OR NOT YOU NEED IMMEDIATE FUNDS TO HIRE PROFESSIONALS SO THAT YOU CAN ENGAGE IN THEIR SERVICES.  

FOR INSTANCE, YOU MAY DETERMINE HOW MUCH FUNDING YOU'LL NEED IMMEDIATELY FOR SETTING UP APPOINTMENTS AND VISITING WITH CPA'S, TAX ATTORNEYS, TRUST ATTORNEYS AND OTHER PROFESSIONALS TO SEEK INITIAL ADVICE FROM.
 
2.  REGARDING THE FINCIN 112 REPORT: IT  NEEDS TO BE CHECKED  "EXCHANGE" AND YOU WILL NEED TO RETRIEVE A COPY OF THAT REPORT.

3.  BANK PERKS ARE GOING TO VARY DEPENDENT UPON THE LEVEL OF ASSETS UNDER MANAGEMENT IN YOUR PERSONAL SITUATION -- WHAT ONE WILL BE OFFERED, MAY NOT BE WHAT ANOTHER LEVEL OF WEALTH WILL BE OFFERED.

4.  CASHIER'S CHECKS PREDICATED ON YOUR OWN PERSONAL NEEDS, FOR AN IMMEDIATE MOMENTS USE.
 
{ CREATE A FULL LIST OF ITEMS THAT YOU ARE WANTING TO PAY OFF IMMEDIATELY ~ FROM HOMES TO PROPERTY TAXES TO VEHICLES ~ THAT INCLUDES YOURSELF AND YOUR FAMILY MEMBERS, AND HAVE THAT HANDY. BE CERTAIN TO CONSULT WITH TAX PROFESSIONALS, OR LEGAL COUNSEL, HOW THIS WILL AFFECT YOUR SITUATION. }

5. CREDIT CARDS.   YOU MAY WANT TO ACQUIRE THE "PLATINUM AMERICAN EXPRESS", IT'S NOT AS FLASHY AS THE AMERICAN EXPRESS BLACK CARD ~~~ IT HAS A LOWER PROFILE ~ TAKE THE PLATINUM IF OFFERED AT THE EXCHANGE.   OR, YOU MAY WANT TO ACQUIRE A BLACK VISA CARD, AND THAT'S A CARD OFFERED BY WELLS FARGO.

6.  IF NOT COVERED AT THE EXCHANGE MEETING, ASK "HOW SOON CAN I OBTAIN A MEETING W/ A WEALTH MANAGER PREDICATED ON MY LEVEL OF ASSETS UNDER MANAGEMENT?"

7.   REGARDING THE PURCHASE OF AN IMMEDIATE HOME, ASK, "CAN THE BANK HELP ME IF I WANT TO PURCHASE AN IMMEDIATE HOME?"  THEY CAN PROVIDE ALL OF THE SERVICES FROM THEIR REAL ESTATE DIVISION TO ASSIST YOU IN DOING THIS.

8.  DOES THE BANK PROVIDE ANY SECURITY, PERSONAL, HOME, BANKING?

9.  YOU WILL WANT TO ACQUIRE A SECURE AND ENCRYPTED EMAIL SYSTEM, AND THE BANK WILL BE RECIPROCAL ENCRYPTED EMAIL SERVICE THAT YOU WILL WANT TO BE THE PRIMARY ACCOUNT HOLDER OF, SO THAT YOU WILL CONTROL THE PASSWORDS.

10.  INQUIRE WITH YOUR WEALTH MANAGER, AS TO WHAT TYPES OF ENCRYPTED EMAIL AND PHONE SERVICES THEY ARE ABLE, OR  WILLING TO PROVIDE TO YOU AND YOUR FAMILY.

11.  CHECK INTO ACQUIRING AN EXECUTIVE OFFICE SERVICES FACILITY, SO THAT YOU CAN RECEIVE MAIL, FAX, PACKAGES; UTILIZE THEIR BOARD ROOMS FOR PRIVATE MEETINGS , ETC., THAT ARE LOCATED IN YOUR AREAS.  THIS IS SO YOU CAN CONDUCT BUSINESS IN NEUTRAL TERMS, AND RECEIVE YOUR MAIL PRIVATELY, OR HAVE SOMEONE FIELD YOUR CALLS.  INVESTIGATE IT ALL.

12.  RATHER THAN GIVING IMMEDIATE CASH TO FAMILY MEMBERS, THINK ABOUT ACQUIRING A FEW DEBIT CARDS, OR GIFT CARDS WITH SPECIFIC AMOUNTS ON THEM.  YOUR WEALTH MANAGER CAN ARRANGE ALL OF THIS FOR YOU.

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