by Randy Fox, CFP®, AEP®
Thirty-five years in financial services and the last twenty plus working with high net worth families and I’m just now realizing that all the time we spend talking about money, planning, cash flow, tax savings wealth transfer and philanthropy is mostly a smoke screen. Certainly, there are problems to solve and planning challenges but mostly we’re avoiding or missing the main issues.
What we aren’t talking about is the who and the why and the how much. We’re not discussing legacy and values and financial education for inheritors. We don’t help teach fiscal responsibility, decision making or stewardship.
We’re taught to think it’s about the money but it’s about many, many other things.
Contact Two Hawks Consulting today to find out more information on how we work with you and your money.