It’s time to share your shared goals and objectives with the rest of the family and your advisors. Using the two previous sections on your SwiftPlan worksheet, you can share this completed work via email or discuss in person; the important thing is that you share it. You can decide together what you want to achieve by sharing it more broadly. At the least, you’ll want the family and your advisors to be aware of the overall plan for the farm. This not only is part of a good relationship but it helps align the important people behind the plan you’re developing. You might want to share to get some different perspectives and input.

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Next Step

We’ve shared our goals and objectives with our family and advisors.

Mark this section complete and continue on.