Family Financial Workshop
We have found that families who talk about money
may do better financially over the long term.
We developed this worksheet to help you explore
your financial values, concerns, and priorities and
to help you communicate them to your family.
Please use this workbook to introduce financial topics
and have important conversations about wealth with your
children, grandchildren, and loved ones.
Request an Appointment
We’d love to hear from you.
24031 El Toro Road, Suite 210
Laguna Hills, CA 92653