Resources

Feb 9, 2021

Green Box Exercise

The “Green Box” is really a metaphor for a designated place to keep all your important planning documents so that people then know where...

Jan 13, 2021

Big Rocks Exercise Worksheet

Imagine you had to fill an empty jar with rocks, gravel, and sand. There are many ways you could approach this with varying levels of...

Dec 5, 2017

Budgeting for Priorities

I am not cheap, I’m frugal; yes, there’s a difference. Often when people think of saving money or having to pinch pennies, they think of...

Mar 1, 2017

Managing Competing Priorities

OVERVIEW An enterprising family was referred to Blackwood through the advice of their commercial banker. The matriarch and patriarch of...

Jan 2, 2017

Planning with the End in Mind: A Planning Exercise

As a planning firm, Blackwood Family Enterprise Services strives to deliver innovative and meaningful results for our clients. That means...