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Looking Forward
Episode 2310th January 2024 • Simply Why • Morton Brown Family Wealth
00:00:00 00:19:40

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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

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

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