Generational Financial Planning Part 2 | Episode 27: FPOG Podcast

In this episode, we talk about how to make financial planning multi-generational. Is legacy planning more than an estate plan? What are things I can do in my life today to incorporate legacy planning into my plan?

Show Notes

Book Mentioned: Family Wealth by James E Hughes Jr.

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Brownlee Wealth Management is a fee-only financial planning firm in The Woodlands, TX that provides exceptional advice for a select number of families coming from oil & gas companies.

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