A successful money conversation is one in which money is discussed openly and honestly, the parties to the conversation are respectful of and interested in each other, and relationships deepen.

While the practical dimensions of money - such as the state of the markets and our businesses and investments - are discussed with ease, personal conversations about money tend to be avoided.  Yet, there are many significant reasons for learning to talk comfortably about money:

• Our financial decisions are more likely to be known, respected and honored
• There may be a great deal at stake and the outcomes are very important
• Effective money conversations address real differences and concerns which might otherwise result in costly losses
• Communicating effectively about money with close family and friends is a way to express our love

We encourage open and honest dialogue about money.  We facilitate such conversations both in family retreats and meetings as well as with two or more family members in less formal settings.