Where do we begin?
All Kinsight relationships begin with Family Fulfillment Planning. Depending on the family’s needs and readiness, the initial phase can be succinct yet impactful—or a deep custom engagement spanning the many tributaries of your family relationships. Kinsight brings a variety of professionals, coaching models, insightful exercises and guided discussions to the table in helping the complete family system Reinvent Your Potential.
Each of the families to whom we’re referred has addressed their financial affairs. Most have had heartfelt conversations with a professional advisor. Yet few have been guided through a proven process to align their life goals and family aspirations with their financial resources.
Family Fulfillment Planning is the process of harvesting your values, passions and relationships. Using a variety of guided discussions, exercises and proven processes, we arrive at and document your aspirations for life and family. Then we look forward. If you were to be completely intentional about your resources and your relationships, how would they evolve, change or be utilized—and toward what end? Ultimately, we align your life intentions with the deployment of your financial resources.
Because we begin each relationship with some elements of Family Fulfillment Planning, we enter the financial assessment stage already understanding the landscape of your family and what brought you to today. For the first time in peoples’ lives, they’re able to discuss their dreams and aspirations at great depth—in the same conversation as their financial resources.
Financial Planning is the very thorough process of evaluating every area of your financial life and seeing how the totality works in concert. For the first time, you’ll feel a sense of completeness that all areas have been considered. You’ll see the overall picture of how your financial life actually flows—during your working years and after—into the next generations of your family. You’ll see how one area correlates to the next and have the ability to observe how any single decision may create domino effects elsewhere.
A plan is simply a tool that functions as an action list for our relationship. Just as a professional athlete has both a play book and a coach, we believe that the continuous relationship between a family and their advisors is a make-or-break element of achieving your plan.
We address your Family Fulfillment Planning and Financial Planning before proceeding to Portfolio Planning, allowing us to literally correlate your aspirations to your investment allocations. As a result, you take the amount of market risk necessary to achieve your dreams while often reducing volatility in the process.
We believe conventional wisdom for investing is an oxymoron. Once an approach becomes commonplace it’s inherently past its prime. Instead of following, we lead—applying a blend of academic research, sound professional judgment and real world experience.
We conduct historical and statistical research looking more than 85 years behind us. And we evaluate the relevance of these historic results to the current investment environment. The result is a well-grounded mix of insight and wisdom that has allowed hundreds of client families throughout decades-long relationships to both relax about their affairs and achieve their investment goals.
From the outside looking in, many have the perception that money makes life easier. Yet inside the life of an affluent family, the details of life and decisions can feel exceedingly complex. Layers and layers of organization, decision making and execution can substantially drain your time and your energy.
Kinsight Strategic Care Services allow you to walk through your daily life and identify projects and roles that are overwhelming, draining or daunting. Together we’ll design a dynamic in which you delegate those areas of your life to our capable teams.