Salt Lake City, Utah
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Jake Tullis
Jake T.
Income Specialist
“Where there is no vision, the people perish.” — Proverbs 29:18
Section 1:
Why Financial Alignment Matters in Families
Money can either unite or divide a family — and the difference often comes down to one thing: communication. When families lack clarity around goals, expectations, or roles, even well-intentioned plans can create confusion, resentment, or costly legal disputes. But when families talk openly about financial priorities, responsibilities, and shared values, they create a powerful foundation for collaboration and long-term success.
Financial alignment isn’t about everyone agreeing on every detail. It’s about making sure the people you care about most understand the “why” behind your plan — and feel equipped and empowered to carry it forward. It starts with simple conversations: What do we value? What does success look like? What role will each family member play? With the right guidance, these questions lead to clarity, not conflict.
Legacy isn’t just legal — it’s relational. And alignment between people and the plan is what makes it work.
Section 2:
How to Align Your Family Around Your Financial Plan
The first step in aligning your family is casting a clear, shared vision. This might include documenting your family values, writing a legacy letter, or outlining what you hope your wealth will make possible — not just for your children, but for your grandchildren and community. Once that vision is in place, it becomes the compass for every decision you make moving forward.
Next, open the door to regular, structured communication. Family meetings — facilitated with intention — can be a safe and productive space to discuss the plan, introduce financial education, and assign roles. These conversations aren’t just about numbers; they’re about trust, transparency, and accountability.
Finally, align your structures with your values. This might include setting up trusts with clear guidance, creating a family mission statement, or establishing a family council to make joint decisions. With strong governance in place, your financial plan becomes more than a set of documents — it becomes a living system that adapts, evolves, and strengthens your family over time.
Conclusion
Legacy isn’t built in silence or isolation. It’s built through shared purpose, clear planning, and ongoing communication. When you align your family and your finances, you do more than protect your wealth — you prepare the people who will inherit it, lead it, and carry your values forward.