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  • Client Pathways
    • Financial Advisors
    • Current Wealth Holder
    • Next Generation
    • Family Business
  • Services
    • Solutions For Families
    • Solutions For Advisors
    • Family Stories
  • Academy
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    • Blog
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Grab Some Sticky Notes and Discover Your True Net Worth – Virtual Family Education Series

By: Kristen Heaney
family, Family Leadership, Family Meetings, Legacy Planning

Grab Some Sticky Notes and Discover Your True Net Worth – Virtual Family Education Series

April 6th, 2020

INTRO: Whether you’re together or separated from your family members right now, we know you’re doing your best to stay connected, and desiring to have meaningful conversations, but may be unsure where to begin. All of us are working to make vital pivots to adapt to this new reality, and facing unique challenges. None of this is easy. We are committed to serving you during this challenging time, so we’re sharing talking points and activities we commonly use in family meetings and workshops. We encourage you to implement them on your own and with your family to open dialogue and inspire you to thrive together.


 

TODAY’S ACTIVITY: Grab three sticky notes and watch this video for an exercise you can do with your family to expand your perspective on your TRUE net worth. This is a great activity during this time when financial markets are shaken, because it reinforces that our family’s worth includes far more than just financial capital.

Click HERE to open the video transcript.


IN CASE YOU MISSED IT: In a recent blog series, “Family Quarantine Time,” we shared 14 posts with practical tips to encourage family unity for those families living in the house together.

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