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