Why You Need a Family Mission Statement

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.

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Flourish is Ten Years Old!

A decade ago, we embarked on a journey to empower and serve you with values-based financial planning. In 2024, we celebrate our 10th anniversary with immense gratitude for your trust and support. Here’s to many more years of flourishing financially, together!

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