Giving Families a Generational Financial Advantage.
“All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.”
Traditional estate plans rely on legal documents to transfer financial assets. Sadly, by the third generation, 9 out of 10 times, the wealth is gone. In the US, this cycle of creation, transfer and loss is known as shirtsleeves to shirtsleeves. What do the 10% families do differently? They beat the shirtsleeves to shirtsleeves cycle by transferring a CONSCIOUS MINDSET of stewardship and money mastery. Families gain a long term advantage when they transfer financial assets with a conscious mindset.
Skills and Talent
Sustainable wealth doesn’t happen by accident. It is created by intentionally developing family members’ skills and talents, and encouraging them to use their unique gifts to meet the world’s needs. Host a family seminar and hire professionals to deliver quality content to build life skills, emotional intelligence, and improve communication. Build trust by having fun together. A systematic approach to developing SKILLS AND TALENTS gives a long-term advantage to families.
Financial freedom doesn’t come from a balance sheet, it comes from the confidence and ability to create your own wealth. Create a legacy of knowledge, values and skills to pass from one generation to the next. TRUE WEALTH is created when each generation has the desire and ability to fund their own lifestyle. Transferring wisdom before financial assets gives the family a long-term advantage. Minimize the affects of external threats like economic downturns and tax law changes by inspiring each generation to become a wealth builder.
Why Work With Cindy?
When you don’t know what is possible, it’s hard to achieve
Legacy Planning isn’t new, but until now it has only been available to a select few. Legacy Planning is the best kept secret for creating multi-generational wealth.
We are in the midst of the largest wealth transfer that has ever occurred in the history of mankind. Now, more than ever before it is time for families to protect their future by discovering what they don’t know. Our goal is to increase the number of 10% families who beat the three generational cycle of wealth creation, transfer and loss by showing them what is possible.
You will feel confident about your loved one’s future and deep satisfaction from knowing that you made a difference. It’s time for you to discover how to give your family a long term advantage by transferring wisdom before financial assets, developing family skills and talents and transferring a conscious mindset. Apply today to discover how to give your family the advantage they deserve!
“I had no idea what was possible before working with Cindy and her team. After a few short months, our family is closer than we’ve ever been, and I’m confident about my daughters and grandchildren’s futures. It feels so good to see their progress and know I’m making a difference in their lives. Thank you!”
DON K.PLANO, TEXAS
How Does It Work?
It begins when you make the decision to discover what’s possible for your family. Let me know more about your goals. What are your struggles? What have you already tried? Click the “Apply Now” button and fill out the short form. Once I receive your information, I will review your responses and will schedule a call within 48 hours to review your options together. If we both agree that the program is a fit for you, we’ll move forward to implement the actionable steps defined during the call to implement your plan.
FILL OUT THE FORM BELOW TO APPLY FOR A FREE CALL
SHOW UP TO THE CALL with an open mind
We will customize a plan to meet your needs
How Much Does It Cost?
Well, let me ask you this…
What are your family relationships worth? Do you want your financial assets to give future generations a long-term advantage? How far into the future do you want your family to thrive? What don’t you know that could make the difference? That is the real cost of this opportunity. How much will it cost you to remain where you are at now? What will it cost your family? What would be the worst part about staying where you are now? How will this affect your family’s future? There is so much to consider. I can help you give your family a long-term advantage that lasts for generations. Let’s set up a few minutes to chat about your goals and see if we can work something out. Apply today. I look forward to meeting you!
I am passionate about creating lasting families of lasting wealth
Because I know what it’s like to think you have an advantage, and then watch it disappear.
It’s been less than fifteen years since my parents passed away eight months apart. Sadly, much of the real estate they spent a lifetime accumulating is already gone.