Description

Happy New Year! It's resolution time, but instead of focusing on 5 "check boxes" for a financially successful 2024, what if we took a step back to make a giant leap forward? In this short episode, I dive into a better approach for financial resolutions: aligning your life with your resources. Here are four questions to ask yourself as you kick off 2024:

1. Why am I here? How am I uniquely gifted?
2. How am I creating opportunities for my family to thrive and grow?
3. What am I passionate about changing in my community?
4. What areas of my life are well-resourced? What areas need more resources, either time, attention,or money?

Have investment or financial planning questions? Start a conversation with our team: https://www.thecapitalstewards.com/startconversation

© 2024 Capital Stewards, LLC. All rights reserved. Capital Stewards, LLC is a registered investment advisor. Any commentary is provided for general information and educational purposes only and should not be construed as specific investment, tax or legal advice. Instead, readers should make an independent assessment of the information and determine if any content mentioned  is appropriate for their personal situation. Past performance of market results is no assurance of future performance. This information has been obtained from sources deemed reliable but is not guaranteed.