Simply Why

Looking Forward


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Looking forward to a new year, Dennis and Katie describe how they've structured this into an annual activity with their team and how it could translate into a powerful tool for couples and families planning for the year ahead. With thought-provoking and sometimes challenging prompts, the Looking Back/Looking Forward exercise provides a framework for reflection and prioritizing actions that will make the most meaningful impact.

Looking Back/Forward Exercise: https://www.mortonbrownfw.com/wp-content/uploads/2024/01/MBFW-Looking-Back-Exercise.pdf

Connect with Katie & Dennis:

  • Connect with Katie: https://www.linkedin.com/in/kathryn-m-brown/
  • Connect with Dennis: https://www.linkedin.com/in/dennis-morton-jr/
  • Subscribe for more: https://www.mortonbrownfw.com/subscribe/
  • Give feedback: [email protected]

Important Disclosures: https://www.mortonbrownfw.com/important-disclosures/

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Simply WhyBy Morton Brown Family Wealth