Get your Workbook from “Faithful Finances: Six Steps to Establishing a Catholic Financial Life”

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This workbook helps you set the basis for aligning your faith with your finances.

There is a systematic six step approach that includes:

  • Creating a Family Mission
  • Inventorying your Financial Life
  • Assessing your Risk Tolerance
  • Implementing a Transition Plan
  • Considering an Estate Plan
  • Finalizing your Plan and Periodic Reviews