Family Meetings
Do your loved ones know your financial plans? It’s an important conversation to have, and we can help.
When it comes to financial planning, involving the entire family can be a game-changer.
Older generations can be guarded about financial affairs, while younger generations often embrace transparency. They’re used to sharing their lives on social media. And my generation, we’re somewhere in between. So, how do you bring all of those different viewpoints together, so everyone is on the same page? Through something we call Family Meetings.
We can help you set up these meetings, set the agenda, and help streamline the conversation.
It can be helpful to share your plans for your money, and what you hope it can do after you’re gone. It’s also a way to pass on your values about money, things that don’t really get covered in a will. Involving the whole family can help create an environment of trust, support, and shared goals, which makes it easier to work through challenges when they arise.
You may have reservations about sharing every detail with your children. But don’t worry, we can help you safeguard what you want kept private and share only what you want to share.
This isn’t something we get paid for, it’s just one of the many things we do for our valued clients, because it’s the right thing to do. And because we know financial planning is about more than money. It’s about caring for the people you love the most.
