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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
  • Seth P. Hieken
  • Matthew C. Ilteris
  • D. Scott McDonald
  • Joseph A. Salvati
  • Stephen R. Stelljes
Chapter

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.

Copyright information

© The Colony Group 2018

Authors and Affiliations

  • Michael J. Nathanson
    • 1
  • Jeffrey T. Craig
    • 2
  • Jennifer A. Geoghegan
    • 3
  • Nadine Gordon Lee
    • 4
  • Michael A. Haber
    • 3
  • Seth P. Hieken
    • 1
  • Matthew C. Ilteris
    • 1
  • D. Scott McDonald
    • 2
  • Joseph A. Salvati
    • 1
  • Stephen R. Stelljes
    • 2
  1. 1.The Colony GroupBostonUSA
  2. 2.The Colony GroupHinghamUSA
  3. 3.The Colony GroupNew YorkUSA
  4. 4.The Colony GroupArmonkUSA

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