Family Wealth Counseling

when we begin working with a new family, the planning approaches they’ve experienced to date have often focused primarily on facts and figures, policies, and documents. the family is inclined toward a broader discussion, yet the questions themselves seem to be missing from the conversation. numbers on a page can’t possibly encapsulate your vision for the use of your resources. families can’t help wondering, “what else is out there?”. in our planning model, the impact culture™, we meet you where you are: the contemplation of your next big milestone. we bring leadership, coaching, and thought-provoking questions to your planning table. together, we parse out the unique elements of your wisdom and talent – the core values that underlay everything you’ve achieved so far. these core values convert your intangible gifts to a tangible launch pad, however, they’re also the starting point. while values make up who you are in the world already, culture is about what you do with those values and how long it lasts. the impact culture™ is an inquiry-driven model that honors your historic achievements, cementing them as stepping-stones for your path forward. together, we reveal and capture the impact culture that is your family uniquely. securities offered through kestra investment services, llc (kestra is), member finra/sipc. investment advisory services offered through kestra advisory services, llc (kestra as), an affiliate of kestra is. family wealth counseling is not affiliated with kestra is or kestra as. kestra is and kestra as do not provide tax or legal advice.

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