Financial Planners and Estate Attorneys
“Helga provided the inspiration for many of our clients to open meaningful dialogue into their financial planning issues and desires. I call it “getting to the heart of the issues.”
Paul S. King, CFP, President
King Wealth Planning, Inc. http://www.kingwealth.com
“Helga provided our clients specific questions and ways for families to begin the conversations that lead to peace and understanding in relationships, bringing generations closer through clearing up long held misunderstandings. Helga’s conversations with our clients add an invaluable complement to our services. Making the effort to have the tough conversations now allows for people to experience grace and certainty in life’s most difficult times.”
Craig Martin, Principal,
Family Wealth Consulting Group (FWCG) http://www.fwcg.net
Study after study shows that there is a disconnect between what people say they do, and what they actually do. For example, a study by Allianz Life in 2005 found that although boomers and seniors say they are having talks about legacy and inheritance, most of the conversations are not resulting in meaningful or productive action.
Boomers say they feel morbid, greedy and intrusive asking their parents personal questions about health, estate planning, end of life preferences and inheritance. Many admit to concerns that their parents haven’t provided the legal structures they would need to be able to help them if needed. They realize how urgent these personal questions are, but often defer to their parents to raise them.
Their parents also feel awkward about raising the subjects of inheritance and legacy. This generation isn’t comfortable discussing “touchy subjects’ , talking about their feelings or initiating conversations that make their children uncomfortable.
Opening up the emotional channels to conversations from the heart gives boomers and seniors the impetus to overcome their denial and procrastination and get the planning process going. Then the planning tools that are available are more likely to be utilized.
Helga has been a speaker for:
Norcal Financial Planners Conference, 2009
King Wealth Planning
Family Wealth Consulting Group
Deposition Reporters Association
Opes Financial Advisors
American Society on Aging
Marin Financial Advisors
New York Life
Conversations from the Heart: Crucial Conversations before It's Too Late
It's Not about the Money: Why Inheritance is all about Relationship
Transforming Intentions into Action: Why People Resist Planning and How to Move Them Forward