Take Ownership

It’s YOUR Money

After my parents first met with a wealth planner, my mother told me, “I felt stupid in there.” I had listened to the conversation and felt the same way. The discussion was a one-way conversation about transactional options, and the advisers talked mostly about complex planning tools and why my parents should use them.

I just kept thinking: They make me feel as if a person is a round hole but their square peg should fit anyway. The conversations didn’t come close to highlighting opportunities that spoke to my parents’ desires, and without getting to the heart, the conversation led to greater confusion and even more anxiety.

Wishing and hoping your loved ones will interpret your wishes after you’re gone isn’t good enough. It’s your wealth. Don’t you deserve to take ownership of the plan?

Assume ownership today by working with a planning expert who will communicate with you in a way that makes it easier for you communicate your desires and goals for your wealth and your legacy.

Wealth is more than money. Don’t just plan for your future, live it right now. Pass it on and share the insights like this that you find valuable.


“Freedom begins the moment you realize someone else has been writing your story and it’s time you took the pen from his hand and started writing it yourself.”

Bill Moyers

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