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 us? You decide.
When a family makes a decision to meet with an advisor and address a planning project, the meetings typically revolve around their stuff. Bullet pointed yes/no questions are fired off in hopes of diagnosing financial assets so the advisor can offer solutions.
At MKD we begin planning in an entirely different place. We believe it’s about people first and money next. It’s about gathering perspective over gathering data; more relational than transactional. As the facilitator of these conversations, we seek to understand what inspired you to become who you are in the world, and the challenges and triumphs you faced along the way.
Many “self-made” people don’t have a conscious list of their values or passions. We have a process for helping you identify and document your most powerful ideals. Then the financial aspect of planning takes on an entirely new meaning.
Having captured the values, perspectives and decision making patterns that allowed you to create wealth, we can leverage those intangible qualities to guide the use of your wealth going forward. In this unexpected paradigm several unique things emerge:You gain structure for facilitating family passions using wealth without having your daily family dynamics revolve around wealth. Planning becomes an extension of what you believe, no longer a confusing foreign topic. You can picture your family in relation to your wealth, and smile, because you can see how they’ll use the assets to better their lives and others’.
We begin planning conversations in an entirely different place. As a result, your planning ends in an entirely different place.