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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Kathy Longo Recognized as One of Money’s Best Financial Planners of 2024

Honored for High Marks in Qualifications, Trust, Services, and Customer Service

We’re proud to announce that Kathy Longo has been named one of Money’s Best Financial Planners for 2024. This recognition highlights her dedication to providing personalized financial advice and building lasting relationships with her clients.

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