I would highly recommend attending Jay’s Family Wealth Counseling training. Jay has many years of interacting with wealthy families and the stories that go along with the training really relay that Jay’s process really hits at the heart of needs of families and the issues they face being stewards who have been given much. You will see right away how Jay’s process will gain the credibility that these families are looking for and the creative wisdom to help them with the complex financial concerns and show them how the strategies not only care for themselves and the ones they love, however also open a door of generosity that they never saw they had the ability to do currently as well as a legacy to kingdom ministries. This process is exactly what they need, however are not getting in their current advisory relationships. You can be the one equipped to bring this level of wisdom to their financial team. So by faith, sign up and ask Him for wisdom and learning in this area.

Kevin Zylstra
CFP Naples, FL