In this episode, Luis talks to Jason Howell, CFP®. Jason is a CERTIFIED FINANCIAL PLANNER™ professional, former U.S. Congressional candidate, and President of Jason Howell Company. Jason is also the author of Joy of Financial Planning: 7 Strategies for Transforming Your Finances and Reclaiming Your American Dream. His mission is to bring the best of ultra-high net worth family financial planning to this generation’s mass affluent.

 

Notes:

In this episode, you’ll learn tips regarding the following:

• What family governance is
• A brief history of family governance
• Who uses family governance
• Finding Your “why” as it relates to your family’s finances & legacy
• The 7 Steps towards building your own family governance

 

Resources:

• 3 Fundamental “Money Moves” to Make Before Turning 45
• Company Website: https://www.jasonhowell.com

• Twitter: https://witter.com/JasonHowellCo

• LinkedIn: https://www.linkedin.com/in/jasonhowell

• Book: https://www.joyoffinancialplanning.com/

• Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

• Inequality.org: https://inequality.org/