Psychological Space
Create a balanced state of mind.
Evolving the way you think and feel about your wealth.
Express yourself. Your headspace matters. Your Psychological Capital encompasses and influences your other three capitals. Money can involve complexity. Whether it is in the family unit or professional world, these complexities typically require mental flexibility, strength, and space to process your feelings, thoughts, and values. We believe keeping a clear mind and a healthy attitude are part of a wealthy fulfilled life.
What values do you want your family legacy to reflect? How can you support your family in their individual pursuits? What brings you joy and how can you share that with others? SFG has built a team of advisors that shape a plan around your lifestyle choices, charitable giving strategies, and other life goals and aspirations. We partner with your existing professional relationships to ensure your long-term plan is centered on you.
- Help you identify your family’s values and plan for your legacy
- Help spouses determine mutual risk tolerance
- Coordinate estate preservation and distribution
- Manage family asset distribution and business succession
- Work with you to define your charitable goals
- Provide you with resources and estate planning options for your pets (because they are family too!)