Climbing the Family Tree

Financial Planning, Firm News & EventsPosted on August 27th, 2015No Comments

Family DesignWhen meeting with clients, we explore their personal history by asking questions like the following:*

  • Tell us about your family during the years you were growing up.
  • When you were growing up, your mother taught you that money was . . .
  • When you were growing up, your father taught you that money was . . .
  • As a child, what was the most important lesson you learned about money?

In addition to looking back at their personal history, we also look forward to the legacy that clients would like to leave behind. What we learn is always focused on the important people in their lives, including children, grandchildren, nieces, nephews, and god children. And almost invariably, it is about far more than money, encompassing also the memories they hope to leave their loved ones and the values they hope to impart.

All of which makes us think about our own families and the legacy we have received and hope to bequeath. At Yeske Buie, we took the time to go through the exercise of completing our family trees, which led us to reflect upon the lessons we learned from loved ones past and present. Today, we share the family trees from a variety of our team members. Despite having a “template”, it’s interesting to note that no two trees look alike – some are more detailed while others are simple; some follow the traditional family tree format while others are more artsy. We have also included a blank template that you can print out and complete for yourself. We find that this is a fun exercise to do anytime, but especially around the holidays when many are visiting family.

We hope you find our family trees enjoyable, and we look forward to receiving a copy of your family tree, as well!

The presentation can be made larger by clicking in the lower right hand corner.

Click the arrows at the bottom of the presentation to view each family tree.


* courtesy Money Quotient

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“Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is our light, not our darkness that most frightens us. We ask ourselves, Who am I to be brilliant, gorgeous, talented, fabulous? Actually, who are you not to be? Your playing small does not serve the world. There is nothing enlightened about shrinking so that others won't feel insecure around you. We are all meant to shine. And as we let our own light shine, we unconsciously give others permission to do the same. As we are liberated from our own fear, our presence automatically liberates others.” ~Marianne Williamson