Entrusted Planning™ uses the power of Rivets™ Core Values Card Game to get your values out of your head and into your hands.
Within two hours, discover your values and strengthen your own inner culture.
Utilize this newfound clarity in your estate planning, charitable giving, impact investing, and your relationships – with yourself and others.
Take four hours together to hear your family in a fresh way. Clarify your family culture, discover your quadrant motivators, and learn your family’s values blend.
Directly transfer what you learn in this session to your estate planning, investing, business succession planning, and preparing heirs.
Within a few hours and a follow-up session, define and refine your business culture.
Learn your team quadrant dynamics and how your values blend shows up in your daily operations.
Grow your team culture while you unearth your company’s true story.
Are you ready?
• To discover the Top 5 motivators that drive your planning?
• To learn the single language that unites your family or business?
• To implement a process that prepares your heirs and unifies your team?
• To build on what’s already working?
• To live into your purpose?