IRVINE, Calif., April 30, 2008 - Matters at HandTM, a wealth management consulting service (www.matterstathand.com) dedicated to helping people get their estate planning and financial affairs in shape, announced today the national launch of its new “WHAT YOU NEED TO KNOW KITTM.” The Kit is an all-in-one educational resource guide and organizational tool that simplifies the complexities of all areas of wealth management - from estate planning, investments options, life, disability and long term care insurance, taxes, and property/casualty insurance to budgeting and more.
Camille Jayne, founder of Matters at Hand, says the Kit is a way to “bottle” the Matters at Hand consulting service and reach more people throughout the United States. The Kit was designed to deliver the benefits of wealth management education, organization and simple documenting of important information - and to encourage people to talk to expert advisors.
Jayne is convinced there is a skyrocketing epidemic of people with wealth management affairs in poor shape, either through lack of time or simply lack of education. And Jayne should know - she has worked with hundreds of Matters at Hand clients who themselves are startled at how little they understand regarding how to best protect themselves and organize this aspect of their lives.
“We developed this easy-to-read/easy-to-use Kit with the ‘sophisticated lay person’ in mind,” Jayne explains. “People don’t have to know it all, but our Kit will help them know what they need. They will be able to take action and feel more in control when it comes to talking with expert advisors to get these important matters in the right shape faster.”
The “WHAT YOU NEED TO KNOW KIT” is targeted to people 35 to 70 years old, with particular usefulness for baby boomers and people with children under 18. The Kit can be ordered at: www.mattersathand.com/kit.
“The word ‘wealth’ in the phrase wealth management is such a misnomer,” says Jayne. “If your net worth is over $100,000, you need to know what’s in our Kit.” The Kit echoes Jayne’s monthly column Keys to Wealth ManagementTM - Do You Have Your Act TogetherTM? in the Orange County Business Journal, which provides educational information and a lineup of professional advisors who answer questions related to their areas of expertise (www.act.mattersathand.com).
“The Kit solves problems for three distinct audiences: for consumers, it educates and increases their confidence to get in organized and in control; for advisors, it gives them a client appreciation tool that makes clients more loyal and likely to call for assistance; and for employers, it allows them to reward key employees and thus increase retention, as employees appreciate receiving a tool to help with their life planning,” Jayne adds.
The Kit is comprised of three parts (Ready, Set, Go): The first part is a resource binder filled with concise definitions, guidelines, do’s and don’ts, etc., to help people understand what they need to know, so they can feel more informed and “Ready” to engage in conversations with wealth management advisors.
The second part is a portable, annual box filing system, complete with folders for important documents and everyday filing that gets everything “Set” in one place for the whole year. The third part is a CD filled with spreadsheets, letter templates and forms to help people “Go” forward to track their net worth, budget and savings; to fund their trusts or retrieve life insurance benefits - and even take inventory of their safe deposit box contents.
Jayne, who is well known as a visionary and strategic corporate leader (formerly Chairman and CEO of Universal Electronics Inc (NASDAQ:UEIC)), is also a successful entrepreneur recognized for her ability to find and meet unmet needs in the marketplace.
Previous corporate posts included being Senior Vice President of the Digital TV Division of TCI, then the largest cable company in the world; and First Vice President of Product Management and Corporate Advertising at Comerica Bank. Jayne received her marketing and product development training at The Pillsbury Company and Vidal Sassoon, a division of Procter & Gamble.
Throughout her career, education has proven to be a passion of Jayne’s. Currently, she is on the Board of Advisors at UC Irvine’s The Paul Merage School of Business. She has guest lectured at University of Michigan’s Ross School of Business, Loyola Marymount University and the UCI Paul Merage School of Business.
Jayne earned bachelors and master’s degrees in design and product design from Stanford University, and an MBA in marketing from the University of Michigan. Jayne is the recipient of the 2008 “Women in Business Champion of The Year” for the United States SBA Santa Ana District Office for Orange County and the Inland Empire, and the 2006 “Women in Business Award” from the Orange County Business Journal.
About Matters at Hand
Matters at Hand, founded in 2004, helps individuals get their personal wealth management affairs in shape. Matters at Hand facilitators gather and review clients’ investment, insurance, tax and estate planning documents, and then work with clients and their advisors to go forward. As a neutral third party, Matters at Hand has gained a stellar reputation in the community as a trusted team member - both for clients and professional advisors. Matters at Hand gives a percentage of net profits to one charity each year, with Girls Inc. being the 2008 selected charity.
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