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The article discusses how certified financial planner Alfred McIntosh helped three generations of the Wynne-Allen family worked together to create a financial legacy in the U.S. The Allens started working with McIntosh to organize their finances, after which they introduced their son to the planner for advice on preparing for his own financial future. According to the author, the Wynnes signed up for the fee-only services of McIntosh based on a referral. Differences between the Wynnes and the Allens on how they handled their finances are discussed.

The article presents the advice given by certified financial planner Pierre Dunagan of the Dunagan Group to the Knox family, a blended family of six children ranging in age from 4 to 20 years old, headed by Marcel and his wife, Judith. Dunagan emphasizes the importance of preparing or saving for retirement. It details how the Knox family can step up the timetable for home purchase. Dunagan also stresses that the Knoxes should each purchase term life insurance for at least $500,000.

The article offers tips on how to get one's finances under control. It presents a checklist for regaining control of one's debt. It advises people to keep tabs on utilization and to stay in contact with lenders. It stresses the need to pay off high-interest debt and to use cash whenever possible. It also recommends seeking help from a certified financial planner.