Master Stewardship Plan Monitoring
Master Stewardship Plans are not static, but dynamic – meaning that they are not something that can be completed, put in a drawer and forgotten about. Each customized plan contains many moving parts and aspects that require regular and on-going management and maintenance. One of our most important services to our families it to make sure that their Master Stewardship Plans continue to stay current and on course. We know that things change in life, health, tax laws, family situations, the economy, etc. It is our role and responsibility to proactively manage the Master Stewardship Plan allowing our families to have the peace of mind of knowing that every detail of their plan is being meticulously monitored and maintained at all times.