103. Developing a Strategy for Wealth and Wisdom: 5 Milestones to Financial Fulfillment

Wealth and Wisdom Together

Dec 26 2023 • 21 mins

In this episode, we are completing our conversation on the STEWARD acronym in our STEWARD Identity™ series.   We will discuss the final letter,  “D,” which represents developing a strategy for wealth and wisdom.

Are you experiencing the stress and frustration of not seeing your efforts pay off as you strive for financial wellness?  We know that those feelings can be overwhelming.   Well, it may be time to try a new approach and strategy to achieve those financial goals.

During our conversation today, we will reveal key strategies for achieving wealth and wisdom, leading to enhanced financial empowerment and purposeful living.    By implementing the five milestones strategy we present, you can experience increased financial security and personal growth.    We welcome you to our conversation if you are ready to take the first step towards a wealthier and wiser future.

If you have not had an opportunity to listen to this complete STEWARD Identity™, you can access it here: http://www.mytfcoach.com/wealthwisdomtogether.   The seven-episode series starts with Episode 97 and ends with Episode 103.

Episodes Highlights:

02:02 - Developing a Strategy for Wealth and Wisdom

05:22 - Envisioning Financial Goals

09:45 - Establishing a Strong Financial Foundation

14:52 - Expanding Financial Legacy

18:25 - The Five Milestones: Evaluate, Envision, Establish, Elevate, and Expand

Don't forget to subscribe and share this podcast episode with your family and friends seeking a strategy for financial wellness as they embrace their STEWARD Identity™!


Join our email list at www.mytfcoach.con/milestones for exclusive insights, and download "5 Milestones for Wealth and Wisdom: A Strategic Guide to Financial Fulfillment".


Connect with Weslia Echols, AFC®  and  Willa Williams, AFC®,

Facebook and Instagram: @wealthwisdomtogether

Trinity Financial Coaching: ⁠https://www.mytfcoach.com/


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