Broker Check

The Benefits of a Family Meeting

July 07, 2023

We would like to inform you about something that has been valuable to many of our clients. We call it a "family meeting."

In such a meeting, our clients invite their family members to join us for a high-level overview of what we are doing for you. We sometimes answer their questions about your key goals, and at other times, we discuss investment and estate strategies. We review where important documents are stored so that everyone knows how to access the material.

Family members are sometimes ready to start or to evaluate their financial status, and we may be able to help. Others appreciate meeting the people who have been entrusted to manage your finances.

Some clients find family meetings highly valuable. In fact, many have made these meetings an annual event. If this is of interest to you, we can work to schedule a meeting.

As always, thank you for your trust.


Schedule an Appointment today.