Sound Stewardship Principles™
The Sound Stewardship Principles™ are at the heart of how we serve you. When followed, these principles help you increase financial health, reduce anxiety, and make meaningful progress towards your goals. Because they are rooted in historical wisdom, they work regardless of current events and economic conditions.
The principles are so important to long-term financial success that we have made them central to our planning process.
1. LIVE WITHIN YOUR MEANS
Wealth cannot be created if it all goes out the door.
2. AVOID USING DEBT
“Those who understand interest earn it, those who don’t, pay it.” – Einstein
3. BUILD AN EMERGENCY RESERVE
Expect the unexpected.
4. HAVE A LONG-TERM PLAN
A goal without a plan is just a wish.
5. BE DIVERSIFIED
“Invest in seven ventures, yes, in eight; you do not know what disaster may come upon the land.”
6. THINK BEYOND YOURSELF
Is the next steward prepared?
7. GIVE GENEROUSLY
“It is more blessed to give than to receive.”
If these resonate with you, we’d love to have a conversation about how we can serve you.