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