Sustainability Planning
Vest
Vest
Vision
Vision
Village
Village
Vest Vision Village Story
When we built AWG, we asked ourselves…… Can we look at the family as a whole?…. Can we improve communication within our Village with an emphasis on Sustainability?
In my years of working with families in Financial Planning, I have noticed that all too often, many special needs families could not commit to taking the steps in planning. Why?
Everyone agreed that they needed to plan for their loved one. Was it the time involved? Yes. Would we be addressing some difficult scenarios? Possibly. Or did they believe they simply “made it this far without a plan”? Believe me, I get it. There was even a point in time where “the cobbler’s son had no shoes”.
The AWG process is simple.
Vest: to whom are you vested? We need to know everything (and we mean everything) about your loved one.
In addition, we want to know your:
Vision: what are your wishes, hopes, and dreams?
Finally, Village: Who will be there to help us realize and protect our dreams?
Vest Vision Village Story
When we built AWG, we asked ourselves…… Can we look at the family as a whole?…. Can we improve communication within our Village with an emphasis on Sustainability?
In my years of working with families in Financial Planning, I have noticed that all too often, many special needs families could not commit to taking the steps in planning. Why?
Everyone agreed that they needed to plan for their loved one. Was it the time involved? Yes. Would we be addressing some difficult scenarios? Possibly. Or did they believe they simply “made it this far without a plan”? Believe me, I get it. There was even a point in time where “the cobbler’s son had no shoes”.
The AWG process is simple. Vest: to whom are you vested? We need to know everything (and we mean everything) about your loved one. In addition, we want to know your Vision: what are your wishes, hopes, and dreams? Finally, Village: Who will be there to help us realize and protect our dreams?