“Art enables us to find ourselves and lose ourselves at the same time.”
– Thomas Merton
We would like you to review these questions for your own benefit. You don’t have to write anything down nor share anything with us. It’s just an exercise you might take for the benefit of thinking more deeply about your own relationship with money and that of your family. So here goes.
We spend a lot of time thinking about you and how best to serve you. We hope this may trigger some of your thoughts about you and your family, especially as it relates to money, values, and legacy.