In this episode of Money Tales, we talk with Tina Lovejoy who shares her thoughts on choosing the right words and clarifying the meaning of those words to have productive money discussions. Tina is a trained classical music singer and has extensive freelance writing experience. She is clearly someone who lives by the motto, “every word matters.” Building on this discussion, this episode’s financial insight provides some tips on how to start a money conversation.
Tina Lovejoy is Director of Entrusted Planning at York Howell & Guymon in Salt Lake City, Utah. As co-architect of the Entrusted Planning Process, Tina specializes in facilitating Core Values Sessions for high-capacity families and businesses to discover and define their purpose. Clients integrate these themes into their estate planning, charitable giving, succession planning, impact investing, rising gen development and team building efforts.
She draws from her background in opera, writing and consulting to facilitate sessions through a language-centric lens. Tina is co-author with David R. York of The Business of Family article and has spoken as a panelist and co-presenter at The Family Meridian Advocate Summit in Chicago, Southeast Family Office Forum in Atlanta and Purposeful Planning Institute’s webinar, The Journey of Successful Wealth Transfer.