A family mission statement is a powerful tool to inform your choices and help you meet your family’s personal and financial goals.
There’s a reason so many companies create a mission statement. Doing so succinctly defines values and goals, and serves as the standard against which decisions – financial or otherwise – are measured. It’s a tool you can use within your family, too, in order to make sure you are making decisions that line up with your values. In this episode, Kathy shares four steps to creating a family mission statement that helps you remain on the right track to meet your family’s goals.
For more information about Kathy Longo, her firm, and the great things they are doing for people like you, visit flourishwealthmanagement.com
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