Giving Families a
“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, 9 out of 10 times, the wealth is gone by the third generation. In the US, this cycle is known as shirtsleeves to shirtsleeves.
Successful families beat the cycle by providing young adults with their first legal plan on their 18th birthday. The family meets regularly and is supported by a team of advisors who helps the family prepare for emergencies in advance.
Transferring this structure to future generations provides families with a multi-generational advantage.
Sustainable wealth doesn’t happen by accident. It is created by a strong culture guided by a long-term vision and supported by shared values and beliefs.
In addition to creating a system for developing family member’s gifts and talents, family members commit to preserving relationships to resolve conflicts.
A unifying culture that creates an environment of communication and trust provides families with a multi-generational advantage.
Money mastery is the ability to fund your lifestyle while putting aside resources to survive economic challenges such as unexpected medical crises, or planned lifestyle changes such as switching careers or becoming a single income family. Money mastery also includes charitable giving and investing in family development.
When families create a system for teaching the next generation how to become a money master, they create a multi-generational advantage.
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 giving your family a multi-generational advantage.
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 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 create the structure, culture and financial resilience to provide your family a long term advantage. 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.
Apply for a free call by filling out the form below
SHOW UP TO THE CALL with an open mind
receive a customized plan 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 family relationships worth? Do you want to provide future generations with an advantage to succeed? 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 resilience and TRUE WEALTH 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.