Multi-Generational Planning and Succession Planning

The Problem with Multi-Generational Planning and Succession Planning

Baby boomers are one of the busiest, optimistic, eternally young, and fun generations in history. They are known for their strong work ethic – and the thought of succession planning is one of the last things on their minds. One of the biggest challenges of succession planning is how to bridge the communication gap between different generations. Coyle Financial Counsel’s TransformingWealth™ process utilizes the power of mind mapping to help families and businesses think through and execute succession plans from the beginning. 

Our succession planning is built around mind mapping

Mind mapping is one of the most powerful tools available for multi-generational planning and succession planning because it is visual and helps all parties gain a clear picture of all aspects of the financial equation.

TransformingWealth is uniquely suited to help families and businesses think through and execute succession plans. We will create a personalized succession plan for you and your family with your own goals in mind to help everyone involved see the big picture.

Seeing is believing

We are so confident that TransformingWealth will bring new clarity and a realistic understanding of how the emotional and financial work together that we made it easy to get started.

Sign up for a TransformingWealth Preview Meeting. This complimentary consultation will allow you to experience the power of mind mapping and help you to take control of your financial life.

Use our contact form or call (800) 480-7913; we will send you a questionnaire and schedule a meeting at one of our three offices (Wheaton, IL, Glenview, IL or Naples, FL).