Filling from the Fount of a Fire Hydrant

Posted by on September 21, 2009 in Family Wealth, Financial Planning | 0 comments

Last week I learned that approximately 80% of all wealth transfers fail by the 3rd generation. Why? Because financial and estate planning typically start with the method instead of the purpose.

At the Masters Level Intensive on Purposeful PlanningTM, I learned that there is another way. It’s the way I was looking for, but did not know existed, back when I was a financial advisor. It’s an approach that truly lets the money follow the life and not the other way around.

My brain is still marinating in all the information received. It was an awesome and inspiring week. Over the next few weeks, I will be highlighting insights and information from the Intensive, and asking you – are you ready? “The questions are coming.”

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