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(#116) What Would An Advisor Say About Creating A Plan That Makes Everyone in the Family Happy?

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Manage episode 348130640 series 3320629
内容由A.B. Ridgeway提供。所有播客内容(包括剧集、图形和播客描述)均由 A.B. Ridgeway 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

And as a financial advisor, it is my job to work with families to maintain this harmony when it comes to their finances. Asking questions such as how do you define success now that your children are older? What concerns do you have for your children, now that they are adults? Now that your youngest child is giving birth, will you be making any changes to your financial plan to include the child?

All of this can be accomplished by establishing a Family Education Plan. As in most aspects of planning, even if you don’t have a plan, your plan is not to have a plan. But what we are doing here is creating a plan with intention and purpose that the whole family will love.

Schedule a Consultation:

https://www.abrwealthmanagement.com/consultation

Subscribe To The Podcast and Receive a Free Gift

https://www.abrwealthmanagement.com/podcast

  continue reading

230集单集

Artwork
icon分享
 
Manage episode 348130640 series 3320629
内容由A.B. Ridgeway提供。所有播客内容(包括剧集、图形和播客描述)均由 A.B. Ridgeway 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

And as a financial advisor, it is my job to work with families to maintain this harmony when it comes to their finances. Asking questions such as how do you define success now that your children are older? What concerns do you have for your children, now that they are adults? Now that your youngest child is giving birth, will you be making any changes to your financial plan to include the child?

All of this can be accomplished by establishing a Family Education Plan. As in most aspects of planning, even if you don’t have a plan, your plan is not to have a plan. But what we are doing here is creating a plan with intention and purpose that the whole family will love.

Schedule a Consultation:

https://www.abrwealthmanagement.com/consultation

Subscribe To The Podcast and Receive a Free Gift

https://www.abrwealthmanagement.com/podcast

  continue reading

230集单集

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