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Resources

Dive into content and techniques to help your family and wealth thrive across generations

BOOKS & EBOOKS:

Trading Up: Moving From Success to Significance on Wall Street
Archetype Financial Bootcamp
Strategic Giving: How to Maximize Your Impact

VIDEOS:

Is The Next Generation Prepared?
Preparing to Sell Your Business?
What Should You Give?

BLOG POSTS:

Generational Wealth Begins With Education And Financial Literacy
Stewarding Your Wealth
Do you have time to understand what your use of money is telling you?

EVENTS & WEBINARS:

Wealth Languages

April 30, 2020

10 AM
A CEO Discussion on Biblical Financial Stewardship

February 25, 2021

11 AM
Financial Planning & Generosity

May 5, 2020

12 PM

TOOLS:

Personal Balance Sheet
Cash Flow Statement
Wealth Languages Assessment

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