Julie Kern, CPA, CFP®, CDFA®, Certified Dream Manager®
Ready to turn your dreams into action? Contact us today.
Are you being heard in those family-office meetings?
This is a sensitive and delicate topic. I need to approach it carefully. But if you’re reading this, I think you’ll know exactly what I’m talking about.
Here’s the scenario: You grew up as the child of hard-working parents who created genuine generational wealth. When you were young, money was allocated toward “your future,” and you had no say in it. But it was being done in your best interest. Your parents loved you. There are zero issues.
But now things have changed. You’re an adult—a parent. You want to do right, financially, by your kids. And yet the big financial meetings, those family-office meetings, feel like they’re stuck in the past. You find yourself wondering, “If I stood up and left right now, would anyone even notice?”
As I’d said, this is a touchy topic. But you absolutely know what I’m talking about.
As a CPA and a CERTIFIED FINANCIAL PLANNER® professional, I don’t run a family office. I help individuals with wealth management, and realizing their dreams. That’s why I’m also a Certified Dream Manager®.
What’s your goal? What are your dreams? It’s convenient to think of a wealth plan in terms of “buckets”: The “spending” bucket. The “kids” bucket. The “charitable” bucket. You want them to be allocated appropriately and effectively for what matters most to you. This is your life and your legacy, and we exist to help you design it your way.
So sure. You’ve been educated, all these years, about the value of having an income tax strategy and an estate tax strategy. But everyone’s been telling you things. They haven’t been asking. They haven’t been listening.
You can still dream. And you can still realize those dreams. Perhaps even bigger than you’d let yourself imagine. And, believe it or not, you can do this without disrupting the family, or the family office. It’s a delicate balance. But it can be done.
You want to be a good steward of the wealth your parents created. But you also want to live your dreams. And make the best life for your kids.
Let me help. Let me ask questions. Let me listen to your answers. It’s a great place to start.
Contact me today for a confidential consultation.