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We’ve been reflecting recently on our mission statement and how it informs the work we do day to day. It’s a simple yet motivating statement.

“To free families to lead lives of significance.”

This is how we define success in our work with you. It’s not the accumulation or appearance of wealth. It’s practicing wise stewardship, focused on freedom, so you can create and experience true contentment.

As food for thought, here are a few questions we like to ask as it pertains to priorities in planning.

  1. How do my family and I define financial success?
  2. What brings me the most fulfillment in my life right now?
  3. What do I wish I had the freedom to do more?
  4. Have we spelled out the core values that govern our decisions?
  5. Do we have an intentional posture of investing in others?