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: