Granite Financial has witnessed the benefits our clients and their children experience from participating in structured family meetings. Now more than ever, it’s critical that families discuss the financial plans currently in place, and that parents communicate their personal wishes about health care and future living arrangements. The goal of these meetings is to help relieve the anxiety surrounding eventual life transitions, and act as a resource for the entire family.
In particular, we work with families to help them make decisions about their finances and health care, including:
One of our most satisfying roles is to be a sounding board for you. We will walk you through the various issues you may face, and help you communicate your decisions to your loved ones.
Granite Financial can assist you in developing your estate plan* and communicating your plans to your heirs.
* Granite Financial and its advisors do not provide legal advice but will coordinate with the appropriate Advanced Planning Specialist (i.e. Estate Planning Attorney, CPA, etc.)