Publications

Against the backdrop of today’s many political and economic dysfunctions, Coyle Financial Counsel works closely with clients to help them create a roadmap for securing personal and family prosperity over time. Changing the Conversation – taking note of today’s anxieties in the workplace, in communities and in homes – argues that a new kind of conversation is urgently needed between trusted advisors and client families.

Authored by Gary Klaben, Coyle’s CEO and a Managing Director, Changing the Conversation explains that people today require a new and profound support system involving mutual trust, long-term relationships, detailed knowledge and practical consolidation to reduce complexity and live simpler, happier lives. Changing the Conversation links life goal-setting and emotional maturity to multigenerational financial security and greater happiness.

To help both client families and business owners “change the conversation” and achieve the successful refuge that only comprehensive wealth management can provide, Coyle Financial Counsel has created a series of quick-read publications on various topics. The Wealth of Everything addresses concerns of successful people, namely wealth preservation, wealth enhancement, wealth transfer, wealth protection and charitable giving. The Business Battlefield addresses successful business leaders directly, identifying key principles to implement, grow, protect and simplify their business with an eye toward clarity of mind and focus of business purpose.

The uncertainty of the future is one of the things that drives John Dragstrem’s passion for helping families with special needs children develop their care plan. When a vision has been set down, and a plan put in place, it tends to give us a great sense of relief. The hope is that with help of our workbook, Life without Mom & Dad, you will be able to effectively to prepare for your child’s adulthood and the eventuality of life without you.

Changing the Conversation

Against the backdrop of today’s many political and fiscal system dysfunctions, author and financial advisor Gary Klaben declares that America’s future is still exceptionally bright. Figuring out how to unlock the needs of today’s individuals and families defines the challenge of achieving a better future. Done right, the next great wave of business innovation, wealth creation and family well-being can soon be unleashed.

Changing the Conversation—taking note of today’s anxieties in the workplace, in communities and in homes—argues that a new kind of conversation is urgently needed. People require a new and profound support system involving mutual trust, long-term relationships, interdependence, intimate knowledge and practical consolidation to reduce complexity and live simpler, happier lives.

Changing the Conversation outlines the journey from dependency to mastery, from self-discovery to multigenerational financial and family realization. It is filled with insightful, even startling conversations about what really matters and how to think, prioritize and act.

But before you can start to decide the optimal structuring of assets, cash flow, taxes and estates for a family, you must first appreciate the emotional steps necessary to truly transform financial and family well-being.

All of us must anticipate change, prepare to manage it, and seek to lead it whenever possible.

Enjoy the conversation.

The Business Battlefield

Businesses compete on an ever-shifting battlefield. Owners are stretched. They wear too many hats; they have too few resources and too little time to accomplish all they want. Losing focus is the top challenge that business leaders face. Sifting through both new ideas and those tried and true business practices, Gary Klaben and Adam Blonsky, boil it down into nine principles to lead your company through its daily battles.

If you’ve led a business, you’ll recognize many of these practical principles. The question is: are you keeping up with them and how can you keep them current and simple? The Business Battlefield is designed to be a quick read — something you can pick up and finish in an hour on any plane ride. Business leaders will find a quick refresher to reinforce your current practices along with some simple, thought-provoking and useful tools to ready your company for the next battle.

Wealth of Everything

Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.

This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.

Life Without Mom & Dad

The uncertainty of the future is one of the things that drives John Dragstrem’s passion for helping families with special needs children develop their care plan. When a vision has been set down, and a plan put in place, it tends to give us a great sense of relief. His hope with this workbook is to help you prepare for your child’s adulthood and the eventuality of life without you.