I. Vision – What You Want
We will help you articulate and clearly define what you want to accomplish with your family wealth by helping you: 1. Draft a Legacy Vision Statement; 2. Detail your Wealth Priorities and 3. Outline specific Financial Goals.
Phase I: Vision – What You Want
What is the Pyramid of Clarity? • What’s the problem with starting with goals first? • Avoid the “Assembly-Line Planning trap.
Here attendees will learn how the Assembly-Line Planning industry starts with goals and why it could be detrimental to you, the client. It usually means they are recommending a product BEFORE they really know you or your situation.