What is a Family Storyboard ?

One of the unique tools we use to help clarify your situation is to build your “Family Storyboard™.”

Through this tool, we track your:

1. Past financial milestones

2. Current projects or items that need more immediate attention

3. Future goals or events to be factored into your plan

We create a totally customized Family Storyboard™ for each client to help them stay on track to achieving their goals. Here is an example of what yours could look like: