Plan your best future, and begin to enjoy the benefits right now.

Imagination, plus planning
If you were to take a minute right now and imagine your ideal future, what would that picture look like?  Begin by envisioning that picture two years from today. Then, look to the future, a generation or more from today, and ask yourself what you would like to see your children, grandchildren and even great-grandchildren doing as individuals and as a united family.

Imagine a future worth planning for

Imagine a future worth planning for

Now, ask yourself this key question about your planning
Do your professional advisors (and, of course, your own family!) fully understand your vision?  And, are they working collaboratively to do the kind of financial and / or estate planning that will make your vision a reality? Right now? If they are, congratulations!  Studies show that only a tiny fraction of people are actually working with their advisors to achieve the future (and the present) that matters most to them. But, if your answer was no, your advisors do not fully understand your vision, then how–exactly–will your existing planning help your family today, and generations of your family to come to achieve the picture that you just imagined?

Great planning based upon the right design is the objective
Studies show that only 1 out of 10 families remain unified and prosperous beyond one or two generations. The statistics are as grim as they are unquestioned:

90% of all financial and estate plans ultimately fail.

(But, Yours doesn't have to.)

And it's not because of poor financial and estate planning. Instead, it's because the secret to getting stronger and more prosperous today and staying that way for generations is really no secret at all: good financial and estate planning are essential. But, to make them 'stick,' there is more you and your family need to know.

For example, we know what habits, traits, and family activities are shared in common by the 90% of families whose plans fail, and more importantly, we know what the 10% of families who succeed generation after generation do differently. Interestingly, the same activities that can make your family stronger and more united right now are also same activities that can keep your family healthy and thriving for generations.When we provide planning for your family, we take the big, multi-generational picture into account. Is that the kind of planning you would like to do? If so, please contact us today for a conversation about what matters most to you.

We help families and individuals to clarify, share and achieve their visions today, and for generations to come.  Then, we do planning based upon that vision. Good planning combined with the right vision can make all the difference in the world.    

We help families and individuals to clarify, share and achieve their visions today, and for generations to come.  Then, we do planning based upon that vision. Good planning combined with the right vision can make all the difference in the world.

 

 

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