Whose responsibility is it that your highest aspirations are well-represented in the plans your advisors create?
Let us say it is your responsibility to come to voice, the advisor's responsibility to hear and heed your intentions, and your responsibility to check to see if such is the case. This is not business as usual. Advisors seek control and are trained to control such that profits are optimized. (Yes, I teach them to do that!, but I also trade sides and can teach you to get what you want.)
Whose responsiblity is it to make sure that you give good advice and are well paid for it? I consult with advisors and firms not only to map the philanthropic advisory landscape but to provide a Mapquest connecting where the advisor is with where the advisor wishes to be.
Whose responsibility is it to coordinate what the donor wants, what you provide, and the donor's overall legacy plan, financial plan and estate plan? I consult with nonprofits to help them partner effectively with advisors and donors for inspired outcomes.
Women of Wealth: Is your voice heard at the planning table where the big dollars are planned?
Boomers Going from Success to Significance: What is next for you?
Business Owners in Transition: You did a great job building the business; what is your plan for getting out? And what will you do after that to top what you have done to date?
Key Questions for Clients and Donors Contemplating First and Last Things
How much is enough for you? How much is enough for heirs? Where do want the chips to fall as between taxes, charity and children?
What did you once hope to accomplish, when you were younger, what was your dream? Have you accomplished it? Would you like to get back to it while there is yet time?
In the dance with your advisors, who leads who follows? And how can you get the outcomes you seek without getting lost in technical minutiae?
From what source, what texts, communities, or covenanted congregations do you draw inspiration, wisdom and strength? Have you integrated your nuts and bolts financial, tax, and legal planning with those traditions so that the plans reflect what is highest and best in you?
Will those you love carry on your family legacy or will you encourage them to forge their own?
Leadership, money, values - what intergenerational transfers are you managing? What are you up against?
Get in touch for a free exploratory conversation. Email Me.
Disclosure and Caveats
I don't sell financial products, and do not give tax, legal or financial advice. My role is to help you take charge of your own situation and get what you need from the teams you convene, or within the role you play at the planning table as a family's financial future is discussed in the light of what they hold holy. I practice the liberal arts without a license.