BEYOND MONEY / THE FAMILY WEALTH GUIDE
Build wealth.
Protect your family.
A practical guide to making sure the life you're building still includes the people you're building it for.
WITH GINO BARBARO
05
Rules to protect what matters
07
Family habits to score
01
Next step together
A NOTE FROM GINO
One Christmas Eve, I left for the restaurant at six in the morning. I got home at 10:30 that night to a house full of people waiting for me so they could open presents.
I was working to provide for my family. But I was missing the life I said I was working for.
Before you set another financial goal, ask what achieving it will cost the people you love.
THE TOOL YOU'LL TAKE WITH YOU
Your Family Wealth Habits Scorecard
See where your habits support your priorities—and where a conversation needs to happen.
✓ Seven habits, rated from 1 to 5
✓ A guide to reading your results
✓ Prompts for an honest conversation
✓ A two-page PDF to use together
WORKSHEET PREVIEW
How does your family measure up?
04 · WE TALK ABOUT MONEY AT HOME
① ② ③ ④ ⑤
07 · WE PROTECT OUR TIME
① ② ③ ④ ⑤
1 NEVER → 5 CONSISTENTLY
SAMPLE ONLY · FULL SCORECARD INSIDE
