Common Sense Financial Podcast

Part 1- Generational Planning

If you have a living mother, father, grandparents, brothers, sisters, children or grandchildren then this is a topic that could be beneficial to you.

There is never a one size fits all solution for how a generational plan is to be arranged. Family dynamics, their belief system, and their financial situation will dictate the details of a plan.
The framework of a generational plan begins with the mindset of thinking beyond and accepting a broader vision for what is possible.