The Legacy Blueprint: 8 Weeks to Generational Wealth
An 8-week transformative journey to master wealth transfer, protect assets, and create a sustainable family legacy with confidence.
This Is Your Journey IF…
You feel overwhelmed by the complexities of passing down wealth.
You desire a clear, actionable plan to secure your family's future.
You want peace of mind knowing your legacy will thrive without you.
This Isn’t Your Path IF…
You’re seeking one-size-fits-all solutions without customization.
You have no interest in planning for future generations.
You're content leaving your family's financial future to chance.
What You'll Experience
Over 8 transformative weeks, we'll journey through:
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MODULE 1: Defining Your Family Legacy
Clarify your values and create a powerful Family Legacy Vision Statement that aligns your wealth with your long-term goals.
In this breakthrough session you'll achieve:Clarify your deeper intentions for wealth and legacy.
Map out your personal and family values.
Create a Family Legacy Vision Statement. -
MODULE 2: Taking Inventory of Wealth and Assets
Organize and document all financial details to build a clear picture of your starting wealth and assets.
By the end of this session, you will:Organize all financial documents in one place.
Complete a detailed inventory of your assets.
Build a clear Wealth Inventory portfolio. -
MODULE 3: Understanding Risks and Protecting Assets
Identify vulnerabilities and start protecting your wealth from potential risks like legal claims or disputes.
In this module, you will:Identify risks that could threaten your assets.
Understand basic legal strategies and insurance essentials.
Create an initial risk assessment and protection plan. -
MODULE 4: Estate Planning Essentials
Simplify estate planning by creating a clear checklist and understanding wills, trusts, and legal preparations.
This module will guide you to:Learn the basics of wills, trusts, and estate planning.
Use practical tools to start legal preparations.
Create a customized estate planning checklist. -
MODULE 5: Wealth Transfer Strategies
Design a wealth transfer plan that ensures tax efficiency and provides for your family with confidence.
During this module, you will:Draft a personalized plan for transferring wealth.
Understand tax and legal implications of transfer methods.
Outline optimal timing and beneficiary strategies. -
MODULE 6: Family Communication and Education
Prepare your heirs with tools, knowledge, and clear communication to strengthen trust and competence.
This powerful session teaches you to:Prepare to discuss financial topics openly with heirs.
Create scripts and tools for family wealth conversations.
Design financial education plans for younger generations. -
MODULE 7: Building a Sustainable Legacy
Create a plan that stands the test of time, ensuring your values and wealth continue to make an impact for years to come.
This module focuses on helping you:Create resilience plans for adapting legacy structures.
Develop actionable steps for values-driven philanthropy.
Document guiding principles to sustain the legacy. -
MODULE 8: Confident Execution and Ongoing Review
Walk away with a complete legacy plan and action steps to review and adjust as life evolves.
This module is designed to help you:Finish a personalized binder with every plan and policy.
Set review schedules to keep your legacy on track.
Build confidence to take action and execute your blueprint.
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My Coaching Approach:
Build a legacy your family will cherish for generations.
You don’t have to navigate wealth planning alone.
Start securing your family’s future today.
