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