KEEP THE CONVERSATION GOING This isn’t a one-time “talk.” It’s an evolving, open dialogue that adapts as your life and your family change. Set a rhythm. Annual check-ins. Life-stage updates. A shared file you update over time.
EXAMPLE:
“We’ll keep revisiting this as things evolve. It’s not about control it’s about clarity.”
Because the strongest families aren’t the ones with the most money. They’re the ones that communicate clearly before they have to.
THE HARD QUESTION:
Have you created space for ongoing conversations or a one-time info dump?
THE FAMILY FINANCIAL TALK | 7
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