For most of us wealth has no single definition. Wealth is not solely important in the financial and monetary sense: wealth can mean security, education for our children, comfortable retirement in a warmer climate, or a smooth transition of a house or business to heirs. Or, it could be all of these things. To achieve your definition of wealth, you’ll need to set and plan for realistic goals. Keith Thomson strives to help you reach those goals by simplifying each aspect of your finances, through his wealth management plan, The Family Stewardship Program.
The Family Stewardship Program was developed over more than two decades and is based on Keith’s extensive experience helping families–often several generations–reach financial security. Keith’s program allows you to focus on what matters to you–family, career, and other personal goals–while Keith and his team of knowledgeable professionals handle the rest.
Keith’s approach is different because it looks at your individual situation through your eyes. The eight steps of The Family Stewardship Program are designed to maintain your financial security whatever the state of the economy or the stock market, giving you confidence and financial peace of mind. To do this, Keith and his team work with you by learning your concerns, values, and goals. They will then create a plan customized to your needs that will protect what you’ve worked hard to accomplish.
The Family Stewardship Program
1. Your Personal Vision Session
2. Your Financial Future Road Map
3. The Tax Reduction Solution
4. The Process for Protected Tomorrows
5. The Education Blueprint
6. The Family Legacy Preservation Strategy
7. The Path to Wellness
8. The Progress Planner