Constructing Your Financial Narrative - Identifying the Driving Factors in Your Plan

After sitting down with Investment Advisor, Daniel Johnson III last week,  we wanted to explore the foundational principles and action steps that can better prepare us for financial success.  As you may have discovered, it's one thing to enjoy a great story but it's quite another to be able to write one - especially when we are unfamiliar with the metrics of great stewardship.Wealth and financial independence dont happen overnight and they certainly dont happen without significant planning and focus.The following are part of a basic outline to consider when assembling the elements of your story.  In our experience, it is helpful to think about it as a house with many floors built on the foundation of Biblical principles of stewardship:1.  Foundation:  (Meta Narrative) - The Gospel and biblical narrative of stewardship/investment2.  First Floor: Our Kingdom Values in Tension with the Macro Narrative - the macro narratives beingGlobal EconomicsUS FinancePoliticsCivil RightsMedia/Technology 3.  Second Floor:  Debt, Savings and Hedging Coupled with Planned Generosity 4.  Third Floor:  The 3 Legged Stool of Business Ownership, Cash and Cash Flow, and Real Estate5.  The Apex of the House:  Having a Redemptive Influence over our families, neighbors and community Resources and Mentions:Daniel Johnson III, CFP, CEPARefocus Financial Planningwww.refocusfp.com  Tamsin Webster - The Red Threadwww.tamsinwebster.com  Contact:PW Gopal [email protected], [email protected] Mike [email protected]