Based on the very strong negative feedback from our kids and Sarita’s request, I called InKnowVision late Friday afternoon to see if they could suggest other facilitators besides G____.

Scott Hamilton, the president, promised to call me Saturday morning at 9 to discuss the matter. Well, he did call, and we spoke for an hour and 20 minutes. I was exceptionally impressed, first, that he would be willing to speak with me on a Saturday morning; second, that he would take as much time with me; and, third, the quality of his questions. Very deep, probing, insightful.

At about an hour and 15 minutes into the conversation he said, “I think you have gotten involved with InKnowVision way too early in the process. For what you need to do at this point in your journey together as a family, InKnowVision offers the wrong tools.”

I “couldn’t believe” what he was saying, on the one hand, and I was also stunned. “So can you suggest some counselors who might help us from where we are? Or suggest some books or other printed materials that might help us move ourselves forward in our legacy planning efforts?”

“Yes,” he said. “But, as a matter of integrity, I need to speak with G____ first. I will get back to you early next week.”

Today I received a call from S____ who said he had spoken with Scott Hamilton and he would do some preliminary vetting of potential counselors. . . .

But what does this mean? Is G___’s work going to be “thrown out”? Yipes! $5,000 down the tubes?

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This entry was posted on Monday, June 11th, 2007 at 3:26 pm and is filed under estate planning, family meeting, legacy planning. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.