Demystify Your Why℠

We have a motto, The Power is in the Questions. It means that asking you what you want isn’t the same as facilitating your thinking toward a meaningful outcome.

We show up with a sincere desire to learn about:

  • Your background and your perspectives
  • What you got from your mentors
  • What you learned from your parents or grandparents and how it has impacted you
  • What are you passionate about in your family, business and philanthropy

The second aspect of our discovery phase is to thoroughly analyze the planning you’ve already done – entities, documents, policies, statements and holdings.

Using proprietary software, we illustrate your existing planning in a combination of pictures, numbers and words.

We use street language to explain it. Families find that for the first time, the concepts feel clear, logical and retainable.

“I am a firm believer in people. If given the truth, they can be depended upon to meet any crisis. The great point is to bring them the real facts.”

Abraham Lincoln

We call this phase Demystify Your Why, because we reconcile what you want against what you already have, including issues, gaps and untapped opportunities. When you finally have a clear picture of what you’ve done, how much you need and what you want – you can start thinking big about what to do with the rest.

Phase Two: The Freedom Switch℠

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