When embarking on a journey to a new place, do you prefer a travel agent or a tour guide? A travel agent will buy your airline tickets, make your reservations at the appropriate inns, get your reservation for a car rental and possibly furnish a road map of the country with some of the better sights detailed.
A tour guide, on the other hand, goes with you on your trip as a personal escort. He may or may not be the one who buys your airline tickets, makes inn and car reservations; but he will be right by your side during the entire trip as your personal guide. Your tour guide has been to your destination many times. He speaks the language fluently and intimately knows all the unusual cultural differences. He will also be able to show you all the sights and experiences that uninitiated tourists will never see or find, because only the locals and seasoned tour guides know about these incredible sights and adventures.
Which would you prefer to use for the trip, a travel agent or a tour guide? Steward’s Progress can be your guide for planning your family’s wealth. We can show you possibilities that you may have not heard from the travel agents who only specialize in “buying tickets and making reservations.”
It has been our experience that families need someone who can ask all the critical life questions that must be answered to make the best plan for a family’s wealth. Someone who can help you reduce the answers to these questions to a written family mission statement. Someone who knows how to put everything together into a tight, efficient and fulfilling plan that allows you to leverage your time, talent and treasures. Someone who can then help you choose just the right planning tools and techniques to achieve the highest and best benefit for you, your heirs and the community you are invested in.
Let’s journey together. Contact us for a complimentary conversation.