Mindful Stewardship - Integrating your values, vision and wealth.
Mindful stewardship is about having a plan tailored to reflect your life’s goals beyond just your finances. My stewardship approach brings the structure, process and ongoing oversight to identify what is important to you, implement a plan to realize your life’s aspirations and create your legacy for future generations.
The foundation of my approach grew from my upbringing on the family farm in Northern Idaho where I was the 4th generation to farm land my great grandfather homesteaded in 1878. I was raised with an appreciation for the land and the inherent responsibility to make sure the farm ground was productive long after I was gone.
Doing what is right, not what is easy
It was during my upbringing on the farm that I learned about doing what is right, not what is easy, things like:
- Take a long-term perspective
- Respect the natural process
- Nothing in life is certain
- Helping others
These lessons are the basis for many of the principles that guide my personal and professional life.