Helping Client’s Maximize Planning Outcomes
There are three foundational questions that need to be answered for a family to create a comprehensive and integrated plan. In this course, we discuss these questions and describe how to use them to help your client’s maximize strategic planning outcomes.
Topics
- Learning about the three foundational planning questions
- Outlining sequential order and its importance
- Discovering the answers that open the door to comprehensive and integrated planning
Video
Handout
Answering the Three Required Foundational Planning Questions (ESC 300)
Related Resources
- Handout: Three Foundational Planning Questions
- Questionnaire: Stewardship Planning Questionnaire