The Project

The Personal Mission Builder

The objective of the PMB is to allow each client to define the purpose and goals for their money. This session also allows couples to share fears, concerns, and challenges, thus outlining a shared and cohesive vision for their lives to come.

 

 

The result of the Personal Mission Builder is twofold:

  • Vision Link Report: This report memorializes the shared goals and mission and serves as the primary benchmark for plan success moving forward
  • Calendar of Priorities: The coordinated modules of planning will help clients take action on the critical items today, plan for tomorrow's upcoming goals, and ensure they're taking care of their future selves.
COST: Complimentary
financial personal mission builder

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Schedule a Meeting Today

get started now

Schedule a Meeting Today
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