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Family Financial Workbook

We developed this Family Financial workbook to help you explore your financial values, concerns, and priorities and to help you communicate them to your family.

In this workbook you will:

  • Define what wealth means to you
  • Share wealth stories to inspire upcoming family members
  • Come up with a family mission statement using our mission statement activity
  • Connect as a family over important topics 
  • And more!

Click below to get your complimentary copy!

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