What is The Family H.U.G.®?

The Family H.U.G.® is a comprehensive planning process that incorporates:

• Financial Planning - The Family H.U.G.®process facilitates financial planning across the generations to educate and inform through multiple levels of plans. The Family HUG process supports financial independence through alignment with income plans, investment plans, estate plans, retirement plans, and legacy plans.
• Estate Planning - The Family H.U.G.® process coordinates with attorneys and accountants to provide estate and trust planning that builds multi-generational legacies, including personal legacies, family legacies, and kingdom legacies.
• Generational Communication - The capstone of The Family H.U.G.® process is a multigenerational gathering to facilitate heart-level family conversations. 

Guiding Principles: 

1. Honor - Every plan reflects a life.
2. Understanding - Bridging generations through heartfelt conversations.
3. Preparation - Ensuring readiness and clarity for survivors and heirs. 
4. Wisdom and Wealth - Passing on more than just money. 
5. Values with Valuables - Capturing the why behind every gift. 
6. Confidentiality and Care - Planning with discretion and compassion. 

For Families with Children: We walk with you to honor both spouses, protect your plan, and build lasting trust with your adult children.

For Single Clients: We help ensure your intentions are clear and confidently carried out by your next generation.

The Family H.U.G.® - Helping bring Understanding to the Generations. 

"The plans of the diligent lead surely to abundance" — Proverbs 21:5