WHAT IS THE ULTIMATE GIFT?

The Ultimate Gift is a process that is derived from Jim Stovall’s book, The Ultimate Gift that allows families to capture, document and share their family’s value system so that their wisdom and their character can be passed alongside their wealth. The end result can be something as simple as a letter that is read at a family meeting or as elaborate as producing a family movie or building a group travel experience to a third world country.

What is the number one thing you would like your grandkids to grow up knowing? Are there any steps that you have taken in your life that will ensure they go through life knowing this?

Picture your great-grandchild on his or her 18th birthday. He’s sitting in the family room and he pops in a DVD of you talking about your life and what you learned.

Everyone has had life experiences that have taught them lessons and these lessons have shaped their value system. Consider what your children and grandchildren could learn from yours.

At first blush, very few people think their own story is interesting enough to document.

The message in The Ultimate Gift isn’t about how interesting or wealthy Redd Stevens was, it’s about preserving perspective.

The greatest travesty in our society is that we haven’t placed enough importance on preserving perspective. Creating your unique Ultimate Gift is about preserving your perspective on life for the generations you’ll never get to meet.

Jim Stovall, the author of The Ultimate Gift, has been quoted as saying, “If you tell a great story, you have permission to deliver a message.” We can’t necessarily call our kids and grandkids and tell them what to do today, but we can record what we have learned and hope they get the point.

We find that wealth can be an accelerant. It can make good things better and bad things worse. The Ultimate Gift Experience is a way to make sure heirs place financial wealth in the appropriate context among all of life’s gifts.

If you would like to learn more about how you can create your personal Ultimate Gift and what a relationship might look like with our firm, please contact us to arrange a time that we can meet and explain how our process makes TruNorth truly unique and a national leader in the field of Wealth Coaching.