Discretion and Discipline 

Discretion and Discipline

Have you ever felt like someone dumped something on you that you neither needed nor wanted to know? Or had someone start a conversation you knew was necessary – it just was not the right time to get into it?

A former colleague’s screen saver scrolled three questions:

Does it need to be said?

Does it need to be said by me?

Does it need to be said by me now?

I would add:

Does it need to be said to this person?

In the workplace and at home, one way to decrease conflict and drama is to practice discretion and discipline. Know what to share, with whom, and when.

Discretion and Discipline

Mindset: I will be mindful of what to say … to whom … and when.

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About the author

A former CPA, my career started at a Big 5 accounting firm. As part of the Family Wealth Planning group, I saw the challenges of family business and family wealth. Those challenges often overshadowed the enjoyment of working with family. I was convinced there had to be a better way, but could not find anyone who could help navigate the intersection of family, business, and wealth. Determined, I left my career in finance and earned a Masters in Psychology.
In the almost two decades since, I have learned how families can thrive -- even when business is personal. Let me help you, your family, and its business thrive.

Let's talk about what matters to you.

I am based in Charleston, SC and serve clients across North American and abroad.

To schedule a consultation and see if we are a good fit to work together, please contact me directly via phone or email.