Principles in Practice: Have a Long-Term Plan

Thankful for grateful, generous clients!

As Sound Stewardship® celebrates our 10th anniversary this year, we will be reflecting on the various achievements of our fantastic clients.  One such couple came in last week to map out some unique planning opportunities for the next 10 years.  What makes them really special, is that they became my first Kansas clients on March 12th, 2004, after I had opened the doors of “Syverson & Company, LLC” on February 2nd , 2004.

They requested an appointment through our “Fee-Only Association” at www.napfa.org and we connected quickly to get started.  Their main focus at the time was on becoming more disciplined in their approach to retirement funding and identifying ways to strategically invest for a reasonable return.

Fast forward to 2014 and they are well on their way to achieving all of their long-term goals, thanks to being disciplined with our plan and working hard at their professions in the meantime.  They have been blessed with beautiful grandchildren and are considering meaningful ways to make an impact on others who need a helping hand in their community.  We are so thankful for our relationship with them and wish them all the best as we look toward the next 10 years!

What are your goals and aspirations for 2014 and beyond?  Who is helping you create a plan for purposeful living?  Check out our Sound Stewardship Principles and do a “gut check” of your progress within each of the 7 categories.  We look forward to helping you achieve meaningful results!

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