Volume
39
Issue
3
Abstract
How should you start when meeting with a family on financial matters? Here I show an example family tree and give 16 benefits of beginning family financial planning meetings by sketching a family tree. A family tree is an easy way to quickly and efficiently collect and organize family information. One never knows what family member(s) will be key to a financial decision, so it is useful to get everyone identified at the beginning. Some other benefits include getting your meeting off to a good start, collecting needed information, and identifying frequently overlooked family members and relationships.
Recommended Citation
Polson, J. (2001). Begin With a Family Tree When Working with Family Finances. Journal of Extension, 39(3), Article 47. https://commons.joe.org/joe/vol39/iss3/47
