Family Wealth Counseling
We help you arrange your resources in a creative way so your relationships can flourish. We aim to maximize the value of your family and business, minimize taxes and optimize giving.
Where are you going?
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.
Do you have a plan?
Do you have a plan for giving an inheritance that will help and not harm your children? Do you have a plan that minimizes taxes? Are you and your spouse on the same page with all your planning goals and objectives? In today’s culture many of us are so caught up in the day-to-day busy-ness of life that we rarely take the time to think about our long-term plans.
When building a house, most of us have a detailed blueprint to follow. However, when building our family’s financial future, many times we make decisions without having a clear road map to follow. We may find ourselves spending more time scheduling our children’s athletic activities than planning how we teach and equip them to live wisely. We may have the desire to get on the same page with our spouse, but we just never get around to it.
It can be challenging to get started on a strategy by yourself. Let’s plan together.
Do you have a guide?
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.