3 CRITICAL QUESTIONS TO ASK DURING A LIQUIDITY EVENT
We’ve prepared a liquidity event guide that covers the process before, during, and after the transaction. This will help us build a financial plan with a goal of providing you with confidence in every step of the transition.
RAISING FINANCIALLY RESPONSIBLE CHILDREN
Research shows that kids as young as 3 years old can grasp the ideas of saving and spending. The sooner parents start teaching and talking to their kids about money, the more comfortable kids will be with these concepts.