When meeting with Clients, we sometimes explore their personal history by asking questions about childhood money memories. What we learn is always focused on the important people in their lives and almost invariably, it is about far more than money, encompassing also the memories they hope to eave their loved ones and the values they hope to impart. All of which makes us think about our own families and the legacy we have received and hope to bequeath. Today, in light of our reflection, we share the family trees from a variety of our team members. Despite having a “template”, it’s interesting to note that no two trees look alike. We hope you enjoy climbing our family trees and we encourage you to use the blank template to share your family tree with us!
The Financial Planning Team Enjoy FPA Far West Round Up
We continue to receive pictures of those using their Live Big glasses as part of our summer campaign to show off the Live Big glass in the United States and around the world. Today we share two pictures of individuals toasting to their new homes – one in London, England and one in San Francisco. If you have a picture you’d like to share, feel free to send it to Lauren@YeBu.com who will ensure it will be included in the campaign on our social media sites and in a gallery on our website. We look forward to seeing your pictures!
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.