Are you actually on track?
Rate six parts of your financial foundation. Stewardyn turns the answers into a simple score and highlights the three areas worth reviewing first.
Retirement, emergency reserves, debt, protection and family goals are usually reviewed separately—even though one weak area can change the entire family plan.
The Family Wealth Score brings six foundations into one weighted view, reveals the three areas most worth reviewing and carries the same context into the Blueprint without making the family start over.
Rate six parts of your financial foundation. Stewardyn turns the answers into a simple score and highlights the three areas worth reviewing first.