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Resources
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...

Team Blackwood
Feb 9, 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...

Team Blackwood
Jan 13, 2021


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...

Chelsea McKee-Trenchard
Dec 5, 2017


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

Team Blackwood
Mar 1, 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...

Jennifer O'Connor
Jan 2, 2017


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