This intentional process of annual strategic planning with your family helps you reflect, align, and set meaningful goals to create the life you truly want to experience together.
Increasing the amount you can invest each and every year will allow you to target more realistic and conservative investments. Our Cash Flow Mapping platform Currence is going to allow you to systematically deploy capital to bolster your current passive revenue streams or start new ones. This will take pressure off your W2 or business income sources over time.