PRICELESS CONVERSATIONS

          In keeping with the theme of August as “What Will Be Your Legacy?” month, we would like to introduce you to “Priceless Conversations”.  Share the meaning of your life, the events that shaped your decisions and which causes and people have significance.  Thoughtful reflection gives heirs a sense of the wholeness of your wealth and the financial decisions you make.  We have a tool for sharing your life story with future generations called “Priceless Conversations” – a precious gift that integrates legacy building into your estate planning.

Recording a “Priceless Conversation” is a way for us to make tangible the “non-financial” dimensions of your wealth for you and your loved ones.  Using a handful of interesting questions and a digital recorder, we help you share and save the lessons and experiences of your life.  There is no homework, no tedious research, no writing, and no camera.  We help you turn a simple chat into a touching and lasting treasure.  The process is simple, practical and fun.  “Priceless Conversations” can be individual, family, or group events.

Leaving a legacy involves more than just dollars and “cents”.  Help future generations have a “sense” of who you are.

When you’re gone, how will you be remembered?

At the end of the day, how will your life have made a difference?

When all is said and done, what will those you love say about what you’ve done?

What have you accomplished with your wealth?

Not just your money, but all the wealth – the real wealth – you have at your disposal?

Whose lives have been touched by your life?

Let us know if you wish to explore how recording “Priceless Conversations” can benefit you.