Colman introduces the concept of being an "integral wealth advisor," blending practical financial strategies with personal, emotional reflection to create a legacy that aligns with one's values. He highlights the importance of not just passing down assets, but also imparting values and emotional connections. From wills and trusts to life planning and love letters, the conversation delves into how one can ensure their loved ones are supported, both financially and emotionally, after they are gone.
The discussion ends with valuable resources and insights into the benefits of working with a financial life planner or fiduciary, emphasizing the holistic approach to estate planning that intertwines the practical and emotional. Here is a link to sign up to be notified in 2025 about the Last Love Letter Wisdom Circle with Gayle Colman: ColmanKnight.com/Wisdom-Circles. |
