What Keeps You Up At Night

Thank you for your interest in Beyond Financial Planning!  Here are some free Beyond Financial Planning questions you can use yourself or you can bring to your current financial advisor.

1. How do you want to have your values passed on? What is the best way for you to communicate how you make important decisions to your family?
2. How is your current financial plan helping the world be a better place according to your worldview?
3. Are your heirs prepared for the wealth they will inherit from you or others?  Do you know how to have that conversation?
4. How have you distilled your history to make sure your family knows and remembers your place in your family’s history?

As you can see by the questions we ask, we love to talk about the things that make most advisors very uncomfortable.  If your advisor has asked you these questions, you have a great one!  Congratulations.  If you don’t have an advisor or your advisor does not want to talk about these things, just fill out that “Get In Touch” piece at the bottom of the page and we can talk.