The Family Banking Growth Activator™ "Activate Stewardship. Accelerate Legacy." - Slogan _____________________________________ Core Description: The Family Banking Growth Activator™ is a structured, facilitated planning tool designed to help individuals, couples, families, and advisors capture, organize, and review meaningful progress in the stewardship of family wealth systems — particularly when implementing Infinite Banking or Family Banking practices. This single-page annual worksheet provides a powerful, repeatable framework that invites participants to intentionally reflect on key aspects of their financial and personal progress. The design integrates both quantitative (budget, loans, reserves) and qualitative (relationships, health, education, stewardship) dimensions, allowing users to see the whole picture of their financial stewardship over time. The tool is highly flexible and can be used: • Individually for self-reflection. • As a couple or family for collaborative planning. • With an advisor/coach in 1:1 or small group formats. • As part of group coaching, workshops, masterminds, or family retreats. _____________________________________ 2. The Value It Provides 🎯 For Individual Users & Families: • Provides a clear structure for intentional financial conversations. • Shifts focus from overwhelm and "the gap" to progress, small wins, and the gains. • Strengthens family communication and collaboration. • Creates an annual record of decisions, priorities, and insights. • Helps organize thoughts and reduce scattered, reactive financial behavior. • Builds personal ownership and accountability within the family unit. ---------------- 🎯 For Advisors & Facilitators: • Offers a high-trust, non-threatening entry point for deep financial conversations. • Creates structure for annual reviews, planning sessions, or stewardship check-ins. • Allows advisors to facilitate meaningful coaching sessions (1:1 or group format). • Strengthens the advisor-client relationship through value-based dialogue. • Positions the advisor as a Family Stewardship Coach, not just a technical expert. • Enables multiple revenue or service models (group workshops, paid coaching, retreats, masterminds). _____________________________________ 3. Problems It Solves ❌ The Problems Most People Face: • Avoidance of important financial conversations. • Lack of structure for reviewing financial and personal goals. • No regular process for policy loan planning or repayment commitments. • Lack of intentionality in stewardship, education, or legacy planning. • Feeling overwhelmed by complexity or "how far they still have to go." ---------------- ❌ The Problems Advisors Face: • Difficulty engaging clients in non-technical but essential family banking conversations. • No simple tool to facilitate values-based planning and client discovery. • Clients failing to take action or revisit key planning areas after initial implementation. • Missed opportunities for creating ongoing coaching engagements and revenue streams.