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Value Creation Blog

Flash Notice: If You Want Business Clarity - Read This Entire Blog Post Right Now

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I’ve been thinking about the idea of values that run your life be integrated into your business.  At the root of our values is how does our philosophy of life use these values to show us the direction we need to move?

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Topics: Values, business values, business philosophy


8 Ways to Add Wealth to Your Family

8 Strategies to Add Wealth to Your Family.pngAll families have wealth.  For some it’s financial wealth and for others it’s values led wealth.  Still, for others there’s both and for way too many it’s none of the above.

I want you to make sure that you have family wealth and you manage it well. 

I’m lucky.  My father has done an incredible job of managing both in our family.  Through his leadership and wisdom, he’s passed lessons he’s learned to both my sister and myself and through us to our children.  Here are some of the things I’ve learned along the way:

You must talk about your values.

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Topics: wealth management, Values, family wealth


How Do Your Values Stack Up With Your Spouse

How_Do_Your_Values_Stack_Up_Wtih_Your_Spouse.pngI often talk with clients about what they want in life. Before we get into the specifics about what you want I think you have to have a conversation about you about values.

This conversation needs to include both leaders in the family. That means if the husband first contacted me about working together I need to understand both his values and his significant other’s values. If we don’t do this, there is a very good chance that will be putting a plan together that does not accurately reflect the wants and needs of both people in a relationship.

I’m sure this is something that you don’t want to have happen to you and if it is something you want to prevent, then read on.

Start by understanding your values.

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Topics: Values, Value clarification, financial planning


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