As we turn this new page, we’re reminded of the deep purpose found in every family’s story. Thank you for trusting us to walk alongside you as you plan with clarity and intention. Your vision, values, and commitment to living with purpose continue to inspire our work each day....
Who should you trust with your most important decisions? The StoryOne team breaks down the roles and responsibilities of fiduciaries, from managing assets to caring for loved ones. They share guidance on choosing individuals who are willing and capable. and align with your values. Discover why this decision is both...
In Ask StoryOne, we answer real questions brought to us by real families. These are the important questions that shape decisions about wealth, legacy, and purpose. Each Ask StoryOne feature spotlights one question. We share insight shaped by years of experience, grounded in mission, vision, and values....
Thank you for the support and trust that you have placed in StoryOne. We are extremely grateful for you, your family, and the support that you have shown us, it is an honor to serve you. We hope that you get to spend the holidays surrounded by family...
The following items have deadlines that may affect your year-end planning. If there are any of these items that are appealing to you, or that have not been completed, please let us know. We want to get started on these types of items right away, as year-end gets very...
In Episode 6 of the StoryLens Podcast, StoryOne partners John Christensen and Cameron Bond sit down with Rick Boxx, founder of The Unconventional Business Network, to explore various options for a kingdom-minded business transition. They talk about integrating faith at work, the emotional weight of exits, and how to steward...
At StoryOne, the answer is a resounding yes. We not only have deep experience navigating complex financial and estate situations, we thrive on them. Complexity often creates opportunities for creativity, and it is in those moments that thoughtful planning has its greatest impact....
Please join us in congratulating Cooper Ramshaw on earning his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and being promoted to Family Wealth Director at StoryOne....
We’re thrilled to share Anna Mika has been promoted to Senior Client Services Representative in recognition of her exceptional care, consistency and leadership within our client service team....
At StoryOne, wealth is never just about money. It is about meaning, direction and the story your family is writing together. In the third episode of the StoryLens podcast, StoryOne partners John Christensen and Cameron Bond sit down with special guest Aimee Minnich to explore the world of impact investing...