The Faithful
Steward Scorecard.
A quick, honest look at how you're doing with earning, saving, giving, and legacy. No login, no sales pitch. You'll see where you stand today, and you can come back and retake it as things change.
Do you see your work and income as part of a larger calling, or mostly just a paycheck?
How you bring money in, and how you think about work, calling, and provision.
Do you have a clear strategy for growing your income or building new income streams over the next 3–5 years?
How you bring money in, and how you think about work, calling, and provision.
How well does your current tax strategy minimize what you owe and maximize what you can deploy?
How you bring money in, and how you think about work, calling, and provision.
If your income stopped tomorrow, how long could your household sustain its current lifestyle?
How you bring money in, and how you think about work, calling, and provision.
How integrated is your earning with the rest of your plan (taxes, saving, giving, legacy)?
How you bring money in, and how you think about work, calling, and provision.
Do you have a consistent, automated system for building margin each month?
How you handle what you keep: savings, investments, and protection.
How confident are you in your current retirement savings trajectory?
How you handle what you keep: savings, investments, and protection.
Do you have adequate protection in place (life, disability, umbrella, estate documents)?
How you handle what you keep: savings, investments, and protection.
How much of your investable assets sit in a coordinated, tax-efficient strategy?
How you handle what you keep: savings, investments, and protection.
How often do you review your plan and adjust for changes in your life or goals?
How you handle what you keep: savings, investments, and protection.
When you think about generosity, which comes closest to your view?
How you give to your church, to causes, and to people in need.
Is your giving planned and strategic, or more reactive and occasional?
How you give to your church, to causes, and to people in need.
What percentage of your gross income do you currently give annually?
How you give to your church, to causes, and to people in need.
Have you explored tax-efficient giving (donor-advised funds, appreciated stock, QCDs)?
How you give to your church, to causes, and to people in need.
Does your current giving reflect your values and faith?
How you give to your church, to causes, and to people in need.
Do you have an up-to-date estate plan (will, trust, powers of attorney, beneficiaries)?
How ready you are to pass on more than money, including your values and a clear plan.
Have you had intentional family conversations about wealth, values, and legacy?
How ready you are to pass on more than money, including your values and a clear plan.
How confident are you that your assets will pass to the right people, the right way, at the right time?
How ready you are to pass on more than money, including your values and a clear plan.
Are you building something that will outlast you, whether for your family, your community, or the Kingdom?
How ready you are to pass on more than money, including your values and a clear plan.
How important is it to you that your financial decisions are guided by your faith and values?
How ready you are to pass on more than money, including your values and a clear plan.
Last thing: where should we send your results?
We'll send your full scorecard and a short note on what each pillar means. No spam, and you can unsubscribe anytime.