Download the Family Mission Statement

Use this to help guide your family to form a deeply connected bond that gives each family member a purpose and drives them to inspire and achieve personal wealth.

Download the Save, Send, & Share Project

Use this to help guide your young children to form good monetary habits from an early age.

Download Ten Steps to Financial Wellness

Use this to help create your financial wellness plan and fuel a positive relationship with money.

Real Simple Money Awards

Stephanie Mackara recently participated as a judge for the RealSimple 2020 Smart Money Awards.