Building Family Wealth for Future Generations.
“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 plan for the “rabbit effect,” the potential of ever increasing family size with each generation. One key to their success is creating expandable wealth to meet the growing demands of future generations.
Sustainable family wealth is created by developing a culture of unity that is transferred from one generation to the next. Values are identified to serve as guiding lights for managing financial assets and family relationships. Over time, by meeting on a regular basis and having fun together, a foundation of trust and communication is built. Successful families invest in their cultural development because it is a critical ingredient for creating sustainable wealth.
When the definition of wealth is expanded to include family history, character, and contributions, greater wealth is created. Families who take the time to create greater wealth don’t have to rely on a balance sheet to measure success. Invest in growing your family’s non-financial wealth to create greater wealth for your family. Greater wealth is the advantage you give to your family now so your family can thrive into the future.
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 build expandable, sustainable and greater wealth for your family. 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 SO YOU AND I CAN CREATE YOUR PLAN
WORK 1-ON-1 WITH US TO IMPLEMENT YOUR PLAN
How Much Does It Cost?
Well, let me ask you this…
What are your family relationships worth? Do you want your financial assets to help your family prosper and thrive? Both now and in the future. 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? What experiences will you miss? There is so much to consider. I can help you create greater wealth for your family. Wealth that is expandable and sustainable. 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
Although my parents had an elaborate estate plan to transfer their financial assets their death eight months apart destroyed our family. It’s been less than fifteen years since they passed and the majority of the real estate they spent a life time accumulating is already gone.