What is your family all about? What is your mission? Are your financial resources aligned with your mission? These are critical questions to ask as we embark on the journey of being wise stewards.
There is a Nordic saying that goes, “If you don’t pick a port, you will end up on the rocks.” Becoming clear on your goals and objectives is the "secret sauce" to planning. Many times families begin choosing products and services before figuring out what they really want to achieve. Steward's Progress spends significant time up front helping families identify their unique goals and objectives. With the "port" clearly defined, the planning process is simplified.
Detailed plans and objectives can be hard to get to without someone facilitating the conversation. Let's find your destination together. Contact us for a complimentary conversation.