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Family Financial Conversation Guide

 

Start the conversations that matter most—with clarity, confidence, and care.

What It Is & Why It Matters

Talking with your children about money, legacy, and the future can feel daunting—but it doesn’t have to. This free guide is designed to help you have thoughtful, honest conversations about the financial values and plans that matter most to your family.

Inside the guide, you’ll find practical tips, conversation starters, and a sample agenda for a family financial meeting—everything you need to begin the dialogue with confidence and care.

Get the Free Guide

What's Inside the Guide:

  • Conversation starters to break the ice

  • Values-based prompts to help you share your “why”

  • Age-appropriate guidance for what to share (and when)

  • A sample agenda for a simple family meeting

  • Practical topics to introduce over time

Who Is This Guide For:

  • Parents and grandparents who want to prepare their children

  • Clients thinking about legacy and estate planning

  • Families navigating transitions (retirement, health changes, etc.)

  • Anyone who wants to pass on wisdom—not just wealth

What Happens Next:

  1. Enter your email and receive the free guide instantly in your inbox.
  2. You’ll also receive a short email series with tips and encouragement for your family financial conversation.
  3. (Optional) If you're interested, you will have the opportunity to schedule a free 30-minute Family Financial Conversation with our team.

Get the Free Guide

Start the meaningful, sometimes hard, conversations that ensure your children aren’t just inheriting wealth—but wisdom.

Get the Free Guide

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures