The Pivot

<p>We'd like to start with a series of critical questions:</p><ul><li>how much do you believe in moving to a cash flow focus?</li><li>how much do you believe in erasing debt?</li><li>how much do you believe in pivoting your investment mentality to include a "safety" conversation - protecting your families assets through a will, trusts and insurances?</li><li>is it time to stage for your new investment season by freeing up brain space to learn first the language of investment, then the lifestyle of investment?</li><li>have you worked with your family to build a congruent mission, vision and core values statement that you can use to build your stewardship portfolio?</li></ul><p> </p><p>Your answers to the above questions are critical in your preparation to invest.   It may lead you to more traditional avenues of investing - however, if you are feeling the urge to stage your life to steward more or learn the lifestyle of investment then it may be time to work your way through these steps.  The following list is a progression we outlined in the podcast that may help you in your pivot to the practical stages of preparation and investment.</p><p><strong>The Closet:</strong>  is God calling you to earn and invest for your family? OR, is God calling you to earn/invest/ steward resources <strong>for your family and for other families, your community and local businesses?  </strong></p><p><strong>Margin</strong>:  Do you have or are you developing the brain space to learn the language of investing and do your own homework?  Are you ready to be the quarterback of your investment portfolio?</p><p><strong>Values: </strong>  Values are the cornerstone of what we call the "congruency" platform.  An investor or family's ability to be settled on their mission, vision and values sets the stage for them to streamline their energy and focus them on what God has called them to steward.</p><p><strong>Family Mission:</strong>  What is God calling you to do in the next 10 years?  What legacy will you leave as a family?  Strictly a finan