Our greatest dreams are not financial. We want closeness in our relationships, meaning in our lives, happiness for those we love. We want to see causes championed, lives and communities transformed. And yet the plans we tend to rely on to help us accomplish life goals are primarily financial in nature.
Financial planning is wise, and financial resources are often necessary to help our dreams along. But just as buying a gym membership will not bring you vitality of life, financial and estate plans will not bring you the desires of your heart. Not by themselves. Getting from here to there will take more than time and money.
In our work with families, we pursue great dreams. We explore the tension between competing priorities, such as family harmony, business continuity, and individual wellbeing. We tackle the challenges of relationships, communication, and trust. We build skills and habits. We resolve conflict. We move from avoidance to action. From intentions to intentional pursuit.
Greater things are possible for you and your family than you realize. The future you hope for need not be just a wish. My hope for you is that you will allow yourselves to pursue great dreams and be purposeful in your planning. At Eredità, we can help.