Building Families of
Generational Financial Strength
“All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.”
Families need money to function, but functioning isn’t the same as thriving. Financial freedom and wellbeing doesn’t come from a number in a bank account, it comes from having a money master mindset. When each generation learns the skills and confidence to manage and grow wealth, steward shared assets, AND positively impact the world you have the ingredients for long term success. Structure gives you the ability to transfer this mindset to future generations. The first ingredient for building generational financial strength is adopting a money master mindset to create financial freedom and wellbeing.
Generational wealth doesn’t happen by accident. It grows in an environment of respectful communication and trust. A strong unifying family culture is supported by shared values and beliefs and guided by a defined long-term vision. One of the most important aspects of culture is the commitment to preserve relationships and resolve conflicts. Healthy conflict can help a family grow and improve. Unresolved conflict can tear a family apart. Creating a unifying culture to support healthy communication and trust is the second ingredient for building generational financial strength.
Most families rely on estate planning documents to transfer financial assets after they are gone. Successful families, those with the ability to retain wealth past the third generation, add additional structure while they are alive. They meet on a regular basis, create a team of advisors who act like a board of directors for the family, and prepare for emergencies in advance. They invest in their family’s development to transfer the money master mindset and create a unifying culture. Investing assets to develop a sustainable structure is the third ingredient for creating generational wealth and stability.
Why Work With Cindy?
When you don’t know what is possible, it’s hard to achieve
We are in the midst of the largest wealth transfer that has ever occurred in the history of mankind.
Historically, 9 out of 10 families lose their wealth by the third generation. This cycle is known as shirtsleeves to shirtsleeves.
Is your family at risk? Like so many others, you may not recognize, or know how to prevent a financial wealth transfer crisis.
What is the difference between success and failure? Legacy Planning is the missing piece. 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 giving your family a multi-generational financial advantage. It’s the plan you add to your traditional estate plan while you are alive.
Legacy Planning is like having a crystal ball to look into the future.
You’ve created a financial legacy. Now it’s time to feel confident about your family legacy. Apply today for a no-obligation discovery call and learn what is possible for you and your family.
“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. This is a FREE call to determine if this program is a fit for you.
Apply for a free call by filling out the form below
SHOW UP TO THE CALL with an open mind
Determine if the program is a fit to meet your family’s needs
How Much Does It Cost?
Well, let me ask you this…
How far into the future would you like your family to thrive? What are your family relationships worth? Do you want future generations to benefit from your financial legacy? 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 create the mindset, culture and structure to give your family strength 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.