Defining Family Mission & Goals
Any worthwhile mission requires identifying and prioritizing goals that would facilitate the achievement of that organization's mission. We, at GrowthIncome, approach developing the mission of the family as we would that of any organization. We identify the multiple participants with various duties and responsibilities that interact with each other and develop a method of achieving an agreed upon common "good".
The following is a series of questions that will help you (and us) set priorities with the structuring and implementation of a financial plan that best serves the mission, goals and objectives of the family. We will periodically revisit the family goals as the mission will change over time with the evolution of the family members.