Estate Planning – Financial Flight Academy

Crafting a Lifestyle Management Business with Denise Craft (Ep. 13)

By Financial-Flight-Academy | May 17, 2023

Not everyone is born with a silver spoon in their mouth, but that doesn’t mean you can’t build a successful life full of happiness and purpose.

In this episode, we sit down with Denise Craft, founder of Craft Lifestyle Management, to discuss her incredible career journey. From waitressing and bartending to managing a truck repair shop, Denise’s story from humble beginnings to building a successful company can motivate you to strive for success no matter your situation.

Denise shares:

Her early career experiences, including waitressing and managing a truck repair shop
Her launch of Craft Lifestyle Management – a lifestyle management and fitness coaching business for the elderly and those with special needs or veterans with a disability
Some of the challenges she faced along the way
The unique approach she takes in her business
And more

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About Our Guest:

Denise Craft is President of Craft LifeStyle Management, a company she founded in 1988. Today, Craft LifeStyle Management is known for delivering exceptional services nationwide to clients and their families in times of transition.

She is a sought-after transitional expert. Denise and her team assist in transitioning veterans, special needs adults, aging adults and rehab patients into the correct level of care within a living environment or community and coordinate with all parties for best fit financially, physically and emotionally.

She is widely recognized as advocating for those in crisis because of age, injury or mental or physical disability. Craft LifeStyle Management thrives on assisting clients as they jointly navigate each step in the transition process.

She has a special place in her heart for those who collect excessive treasures through hoarding. Craft LifeStyle Management uses time-tested techniques to simplify the process with an understanding, compassionate approach.

Denise and her team exemplify expertise, care and kindness, always.

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How to Transfer Your Hard Earned Assets Efficiently with Nick Montague, J.D., CAP® (Ep. 5)

By Financial-Flight-Academy | January 25, 2023

If you want to ensure your assets are protected seamlessly, especially when it involves family, you should get an attorney involved.

In this episode, we are joined by Nick Montague, Attorney and Chartered Advisor in Philanthropy CAP®, to talk about wills, living wills, powers of attorney and discuss why they’re essential for you and your family.

Nick discusses:

His life story and taking a leap of faith at a very young age
The reason why he pursued a degree in law
The four different areas involved in asset protection and estate planning
The unique approach to client interactions at Smith Pauley
What to look for in an attorney that will handle your family affairs and assets
And more

Connect With Nick Montague:

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About Nick Montague:

Nick Montague is a partner at Smith Pauley. He develops personalized estate planning solutions for individuals and families throughout Iowa, Nebraska, and Missouri. He guides clients through a holistic approach to planning; identifying specific strategies and implementing plans to meet the needs of the client. He develops multigenerational relationships to ensure the legacy of the client and ensure continuity of planning.

His practice ranges from traditional estate planning (e.g. powers of attorney, wills and trusts) to asset protection and wealth transfer strategies. He has dedicated himself to continued learning and has attained the designation of Chartered Advisor in Philanthropy CAP® where he developed the skills necessary to help guide clients through strategic and intentional gifting.

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