Assembling your Personal Board of Advisors

Assembling your Personal Board of Advisors

Make Sure You Have Your Square Squad Assembled

  • 27 January 2022
  • Author: IEP Team



The theme for this year is Assembling your Personal Board of Advisors.


One thing that we have learned in this industry and had reinforced over the past two years is the value of Community.

It takes a village to raise a child, and that doesn’t stop once you turn 18. We all depend on family, friends, professionals, and others to help us navigate life.  A Climber uses a rope team to protect themselves and the climbers in the group from falling and can help rescue a climber who has fallen. Companies use a board of directors or advisors to provide outside perspectives, accountability, and guidance.

Why shouldn’t we have a Village to help us grow old? Who couldn’t use a personal rope team or board of advisors?

Throughout your Legal Life Planning™, we have discussions about some members of your Personal Board of Advisors, like who do you trust to make healthcare or financial decisions for you? But your Board shouldn’t be limited to just these individuals, it should include professionals, family, friends, and other members of the community.

What makes a person a good candidate for your board? Someone who you trust to make good decisions has your best interests at heart will act in your best interests and someone who will tell you the truth.

Just like the village that raised us as kids, we need people we can rely on to tell us when we are in physical or financial danger, people to bounce ideas off of, people to guide us, people to vent to, people to lean on for support.

Assembling your Personal Board of Advisors is an ongoing process, and we hope you will join us through the year as we discuss the different positions you need to fill on your Board.


Categories: Care Planning
Rate this article:
No rating
Please login or register to post comments.