The Life & Legacy Planning Process

From lots of experience, we’ve seen people struggle in this fashion even at higher levels of net worth and affluence. It’s almost like there is never enough, or it’s a relative concept or something. Most people, however, would readily agree that they’d prefer having a clear sense that, not only are they all set financially, but that they have been able to focus in on their wealth on what they really care about?

We’ve observed that most people who have been able to create a deeper understanding and connection between their money and the things they care most about (their “purpose”), are able to realize an enhanced sense of peacefulness, freedom, and impact.

How do you begin to move in this direction? The answer is actually similar to many other areas of our lives. If we need to accomplish something outside of our realm of expertise, we find a capable, skilled, and experienced resource and delegate to some extent, right? So find someone who can help you to have the right conversations and begin this process of self-discovery and strategic planning. Your life and your legacy have so much more potential. Go after it!