Robert | Founder & CEO, Financial Services Firm

"This experience brought to light many new perspectives of how we viewed our assets, liabilities, personal and business relationships, passions, and philanthropic interests."


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Josh | Family Office Executive & leafplanner Founder

As Josh reflected on the cost in time, emotion, and money, to find the answers he needed, he worked with his family to develop the leafplanner process and the first-ever leafplan.

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