Having an intentional impact by leaving the world better, beginning on a personal level. Ensure that your gift to your family and the world will outlast your time on Earth.
40's to 60's with an achievement of a level of success, "net worth", with a desire to create meaning for themselves, their family, and their world "self worth".
Living by design, not default
Opportunity in mindfulness, purpose
Accountability with financial guidance for future path
Personal by design & process
DEFINING Your Family Culture
BEGINNING Separately but Together (Principal Family Member)
BEGINNING CONTINUES (Additional Principal Family Member)
COMING TOGETHER from Sessions 1-3
THE POTENTIAL LEGACY (DREAMS)
PLANNING FUTURE GENERATION GATHERING
FUTURE GENERATION GATHERS
FUTURE GENERATION INPUT (DREAMS)
TOTAL FAMILY DISCUSSION
THE FAMILY LEGACY FOR FINANCIAL WELLNESS
The beginning of a Legacy for the future can begin with
"A Family Legacy in Financial Wellness"
Money Energy is rarely a solo journey. Everyone is impacted by the past as well as NOW, and everyone has a future they are concerned with and the future of those they care about. Creating a Legacy in Financial Wellness for their Family begins with that concern and love.
Empowering families is a major concern in my work. While everyone in the family has a dream, all the dreams of the family need
This process, while confidential to start and totally respecting each principal's position, brings together the principal family members to set the course and then includes all family members determined by the principals to move forward together to create a "FAMILY LEGACY IN FINANCIAL WELLNESS".
Each program is custom designed for each family in time consideration as well as the culture of the family.
I am available to discuss this in detail to begin 2019 for you and your "family".