Bringing the Next Generation In

Financial Planning

  1. Question 1

    What role, if any, do your children play in your financial life today?

  2. Question 2

    When you imagine introducing your children to your trusted advisors (i.e. wealth, insurance, philanthropic, legal, etc.), what do you hope they take away from the first conversation?

  3. Question 3

    What would need to be true for you to feel ready to bring the next generation into your legacy planning process?