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  • Home
  • About
  • Programs
    • Mindful Money Management
    • Testament to Your Legacy
    • Your Designed Contribution
  • Publications
  • Insights
    • Blog
    • Core Values Exercise
    • Podcast
    • Links & Resources
    • Videos
  • Connect

Daily Archives: January 5, 2021

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Have you Designed your Financial Plan for 2021?

UncategorizedBy adminJanuary 5, 2021

Let’s get back to basics. Create a Cash Flow Statement I call it a cash flow statement because no one wants to create a budget. Some people feel that having a plan is restrictive, but plans create freedom. It is imperative that you know what is coming into your household and what is going out every month. Savings,…

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