Financial Planning
9 posts
Family Financial Policies: Clear Guidelines That Prevent Conflicts
How to create simple family financial policies that provide clear guidelines for common situations and prevent conflicts before they arise.
Decision-Making Frameworks That Prevent Family Financial Conflicts
How to create clear decision-making frameworks that reduce financial conflicts, improve outcomes, and strengthen family harmony.
The Family Financial Meeting: A Step-by-Step Guide
How to run effective family financial meetings that improve communication, align goals, and strengthen your family's relationship with money.
Your Family Financial Dashboard: Seeing the Complete Picture
How to create a comprehensive financial dashboard that gives you visibility into all your assets and liabilities using affordable tools.
Family Mission Statement: Foundation of Financial Clarity
A step-by-step guide to creating a powerful family mission statement that aligns your financial decisions with your deepest values and goals.
Coordinating Financial Advisors: Streamlining for Better Outcomes
How to get your financial advisors working together as a coordinated team to eliminate blind spots and create better financial outcomes.
Think Like a CEO: The Family Office Mindset Anyone Can Adopt
Adopt the strategic 'family office mindset' regardless of wealth. Learn the proactive, integrated, principled approach wealthy families use to manage finances.
The Virtual Family Office: Bringing Wealth Management Down to Earth
How to scale down the family office concept to work for your family, regardless of your wealth level, through the virtual family office approach.
What Is a Family Office and Why Should You Care?
A clear explanation of what family offices are, what they do, and why their principles matter even if you're not ultra-wealthy.