May 2025 | Family Meeting Considerations
As we embrace the fresh energy that spring brings and look ahead to summer, May is the perfect time to revisit the conversations that matter most—those that strengthen and protect your family’s financial future.
Have you ever considered a family meeting as a part of your financial planning process?
At Financial Strategies Group, we believe wealth is more than numbers on a page—it’s a legacy shaped by values, goals, and the people you love.
That’s why we encourage our clients to consider bringing along a sibling, adult child, grandchild, or even a close friend to a future meeting with our team.
We believe that these meetings can help offer a structured and supportive environment to:
- Share your financial vision with loved ones
- Introduce heirs to your planning team
- Discuss your intentions for estate, philanthropic, or long-term care plans
- Minimize confusion and foster alignment before life events demand action
We’re here to help you prepare for and facilitate the meeting, ensuring clarity, comfort, and confidence in the process.
To make the most of these meetings and maximize the benefit they can provide, we suggest:
Preparing Together- Discuss key topics and questions in advance so that no one feels surprised.
Encourage Open Dialogue- Create a comfortable environment where family members feel free to share their thoughts.
Follow up: It’s important to keep the conversation going after the meeting at our office ends. How can you use what you’ve talked about and learned to support your collective financial goals.
Whether you’ve had these conversations before or are considering them for the first time—we’d be honored to support you and your family in this meaningful step. Please don’t hesitate to reach out to set up a time with one of our team members.
We hope you have a great month ahead!