Meeting the Next Generation
With summer officially underway, it is a perfect time to remind you that we are always
looking to take advantage of this seasonal opportunity to meet with you and your
children (or visiting relatives). An intergeneration family meeting can spark insightful
conversations, provide educational opportunities around financial literacy, and offer a
platform to talk about money and long-term planning. We always enjoy these meetings,
and they are part of our core services offered to you and your loved ones. If a family
meeting isn’t exactly what you are looking for, then we are also happy to help your
family members individually. We can work with them on a wide variety of issues, ranging
from management of accounts to providing advice on personal finance matters or other
planning specific to their stage in life.
Please reach out if you would like to schedule a
family meeting or introduce us to a family member in person or by phone.