This is For You!

We would like you to review these questions for your own benefit. You don’t have to write anything down nor share anything with us. It’s just an exercise you might take for the benefit of thinking more deeply about your own relationship with money and that of your family. So here goes.

1. What does money mean to you? Money has no particular meaning other than that which we give it, so what do you think money means to you?
2. What message about money were you given growing up? How do you feel it has shaped you?
3. What was you most positive or joyful experience relating to money?
4. What was your most difficult or negative experience relating to money?
5. How might you answer these questions for each of your family members – kids, siblings, or parents?
6. What legacy would you want to leave to your family? What values would you want them to have?
7. If you could pass on one piece of advice to your family, what would it be?
8. Do you share this with them?
9. Can you describe their passions, struggles and triumphs?
10. How do you think they would answer any of these questions?
11. What do you think your family will look like 20 years from now?

We spend a lot of time thinking about you and how best to serve you. We hope this may trigger some of your thoughts about you and your family, especially as it relates to money, values, and legacy.