At Granite Financial, we've seen firsthand the value that structured family meetings bring to our clients and their loved ones. These conversations open the door to shared understanding around financial plans, health care wishes, and future living arrangements. In today’s world, it’s more important than ever for families to be on the same page about these key decisions.
Our role is to guide families through thoughtful discussions that help reduce uncertainty and anxiety during life transitions. We help you work through important topics such as:
- What retirement strategy is in place
- The roles different family members will play
- Who will oversee health care and financial decisions
- Living arrangements—who, when, and under what circumstances
- Preferences around adult care facilities and what would prompt that move
- Assigning power of attorney and health care proxy
- Whether to establish a will or trust*
- Selecting an executor or trustee, and how they’ll keep others informed
One of our most rewarding responsibilities is being a trusted sounding board. We’ll walk alongside you, helping you navigate these important choices and communicate them clearly to your family.
Granite Financial is here to support both the development of your estate plan* and the important conversations that bring your plans to life.
* 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.)
Testimonials
"We recommend that other individuals and couples consider a Family Meeting. We must admit that we were initially reluctant to have a Family Meeting but are now enthusiastic supporters of family conversations facilitated by Laurie Humphrey."
Craig & Patti P.
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.
"My brother and I first met Laurie when she worked with our parents, and we joined a family meeting to discuss some difficult decisions that needed to be made due to health issues. After that, we both hired her to handle our own financial and investment needs because we were so impressed with her services."
Amy F.
Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.