Meaningful Discussion
Wes Wilkes
Champion of Advice Finalist (March 25????) | Wealth Mentor & Investment Manager - passionate about the value of advice and building financial plans to make lives immeasurably richer
The holiday season is a great opportunity to catch up with old friends and relatives and celebrate the past 12 months. It’s also a natural time to have meaningful conversations about the future.?
While topics like aging, Wills, and planning for the later stages of life can feel sensitive, addressing sooner rather than later can provide peace of mind for everyone involved.
But how to start? Begin by choosing a quiet time when everyone feels relaxed. It’s often a good idea to frame the conversation around care and responsibility rather than worry. Discussing your own plans can be a helpful way to open the dialogue too.
If you’d like any guidance on navigating these conversations or structuring your plans, I’m here to help.
In the meantime, the Forbes article below gives some helpful tips!
Have a great week!
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