Updates
Principles in Practice: Have a Long-Term Plan
We were delighted to help a young family determine the most appropriate way for them to save for the college education costs of their two young sons. Once we determined that the College Savings 529 Pl…
What is a Life Purpose Statement and Why Should You Have One?
When starting a business, one of the first things you do is draft your business plan. One of the primary components of your business plan is your mission statement. Your mission statement should give …
Principles in Practice: Think Beyond Yourself
One of our generous clients exemplified this principle when she helped a person with a severe need for a dental repair. It was her local handyman, who was a very hard worker, but rarely smiled due t…
When to Hire a Financial Advisor
While there are many reasons a person should seek financial counsel, one thing many of our clients share in common when they initially come to us is the need for help navigating some sort of life chan…
Principles in Practice: Avoid the Use of Debt
Sound Stewardship congratulates one of our client families who recently paid off $125,000 worth of credit card balances and a 401(k) loan in 3 years! It wasn’t easy, but they stuck to the plan a…
