Willow
🔒 Private
Alex · Willow
Maple
Jordan · Maple
Pine
Morgan · Pine
Copper Beech
Tracy · Copper Beech
Oak
Sam · Oak
Family progress
2 of 5 milestones
🏔 Mountain view unlocks when all family members merge their trees
Alex's Willow is still growing privately 🌿
Once Alex shares their tree, your family unlocks the wooden bridge and moves one step closer to the mountain view.
Your tree
Guided Copper Beech
Your journey
You're in stage 2 — Nurturing the Saplings.
View my full journey
Family circle
Your forest family
5 members · 4 have shared their trees
TS
Tracy (you)
🌳 Copper Beech · Stage 2
Shared
JR
Jordan
🍁 Maple · Stage 1
Shared
MK
Morgan
🌲 Pine · Stage 2
Shared
SW
Sam
🌳 Oak · Stage 1
Shared
AW
Alex
🌿 Willow · Stage 1
Private
Your advisor
MB
Matt Barnhart, Financial Planner
Concierge Wealth Management
"Your forest is growing beautifully. When you're ready for stage 3, let's schedule your legacy conversation."
Your forest unlocks
See all →
🪨
Stone Path
Earned ✓
🌸
Wildflower Meadow
Earned ✓
🌉
Wooden Bridge
All members merged
🏔
Mountain View
First family milestone
🌊
Ocean Vista
Mid-tier family stage
🏡
Family Cottage
Copper Beech + 2 merged
🏰
Family Estate
Copper Beech at Stage 4
✨
Full Legacy Forest
Complete the journey

*Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC. Securities offered through Cetera Wealth Services, LLC (doing business in CA as CFGAN Insurance Agency LLC, CA insurance license #O644976), member FINRA/SIPC. Fixed insurance products offered through Sovran Insurance Services, CA insurance license 6010514. Sovran and Cetera are not affiliated and under separate ownership from any other named entity. 3131 Camino Del Rio North Suite 800, San Diego, CA 92108.