A financial advisor in conversation with a client couple in a warm, low-lit study

Resources · Conversations

The Talks Worth Having Before You Have To.

Some of the most important financial conversations are the ones people avoid until a crisis forces them. These guides help you have them calmly, on your own terms, and turn them into a plan.

Explore the guides Back to Resources

Each guide is warm, direct, and print-friendly: read it, discuss it, and bring it to a review.

01With your spouse

Before Retirement, Get on the Same Page.

Most couples talk about retirement in fragments, on the way to somewhere else. This is a guide to having the whole conversation, on purpose, once.

For couples within a few years of retirement, on either side of it.

Open the guide

02With your family

Talk About Care Before It's Urgent.

The most important care decisions are usually made in a hospital hallway, under pressure, by people who never discussed it. This is how to have the conversation calmly instead.

For couples and families, ideally well before care is on the horizon.

Open the guide

03With your partner

Agree Now, Before Something Changes.

Co-owners rarely disagree while everything is going well. The time to settle what happens when it isn't is exactly when nothing is wrong.

For business partners and co-owners of closely held companies.

Open the guide

04With your children

Tell Them Before They Have to Guess.

One day your adult children may need to act on your behalf. This is how to make sure they're informed, not left decoding your intentions in a difficult week.

For parents and their adult children, on the parents' terms.

Open the guide

When you're ready

Bring the Conversation to a Review.

These guides are most useful when they turn into a plan. A private review is a calm place to do exactly that.

Schedule a Private Review Explore the six gaps

Complimentary · Private · Educational