Why Families Procrastinate Planning

Many families we meet have gone through a cycle of gathering ideas, making progress and then pressing the pause button prior to execution. If you’ve been through this, you are not alone. It can be difficult to tell which feels worse: a lack of action around something...

Value Of Authenticity

We believe that pride and ego can cause separation between you and an ideal planning experience. If an advisor has a need to be right, it influences the flow of communication. It can limit your ability to fully share your vantage point because meetings are focused on...

A Different Kind Of Conversation

We hear words like “legacy” and for many of us, we wonder what ours might be. Life is too short to spend time simply thinking about it… our actions will tell our stories. Can our footprints and fingerprints leave an indelible impression on the world around...

The New Paradigm

It took a committed few to change the minds of the masses. We believe that misconceptions about reality can carry on if the ideas are never challenged. Many individuals stand to lose a great deal in life simply because no one is listening. We’ll be the ones to...