Generational Planning Program

At MVP, we offer a comprehensive program designed to help financial planners seamlessly integrate generational planning into their practices. This approach not only strengthens client relationships but empowers families to plan more confidently for the future. As clients age and experience life changes, it becomes increasingly important to involve children or other loved ones in financial discussions. Our program provides tools and guidance to navigate these transitions including resources on getting started, financial literacy, coaching, and holding structured family meetings. Whether preparing for retirement, unexpected events, or wealth transfer, we help ensure families stay informed, connected and in control.

At MVP, we offer a comprehensive program designed to help financial planners seamlessly integrate generational planning into their practices. This approach not only strengthens client relationships but empowers families to plan more confidently for the future. As clients age and experience life changes, it becomes increasingly important to involve children or other loved ones in financial discussions. Our program provides tools and guidance to navigate these transitions including resources on getting started, financial literacy, coaching, and holding structured family meetings. Whether preparing for retirement, unexpected events, or wealth transfer, we help ensure families stay informed, connected and in control.

Financial Literacy

Financial literacy is a lifelong skill, and its never too early – or too late - to start learning. We offer a range of financial literacy resources designed to meet individuals and families wherever they are on their financial journey. From foundational concepts like budgeting and saving to more advanced topics such as investing and estate planning, our tools are tailored to support learning at every stage of life.  

Family Meetings

We support our financial professionals in facilitating meaningful family meetings to strengthen relationships and ensure alignment across generations. These meetings are a powerful way to engage clients and their loved ones in conversations about wealth, values, and long-term goals. Whether introducing adult children to their parent’s financial plan or helping families prepare for transitions, our tools make it easier to foster transparency, build trust and support clients in the best possible way.