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About Cindy

I help families with a strong desire to transfer wealth past the third generation because I know what its like to think you have a financial advantage, and then watch it disappear.

It’s been less than fifteen years since my parents passed away. Sadly, much of the real estate they spent a life time accumulating is already gone. What happened to us isn’t unusual, it happens 90% of the time! 

The good news is, you have access to a better way!  So that you don’t have to go through what I did, I’ve shared the best kept secret for protecting future generations in a series of best-selling books. 

Now, I offer customized solutions for  individual families and group training programs.  

Take it from someone who has been there, it’s easier to prevent problems than cure them. Take your family to the next level by discovering what is possible! 

I am passionate about helping give families an advantage becauseI know what its like to think you have an advantage, and then watch it disappear. 

It’s been fifteen years since my parents passed away eight months apart. Sadly, much of the real estate they spent a life time accumulating is already gone.

What happened to us isn’t unusual, it happens more often than not.

The good news is, there is a better way!

To protect my children and grandchildren, I discovered the best kept secret hiding in plain sight. More importantly, I implemented what I learned.

My passion is to help one million families create a Legacy Plan. I started by shared what I learned in a series of best-selling books. Now I provide training programs and custom solutions for individual families.  

Take it from someone who has been there, it’s easier to prevent problems than cure them. 

Traditional estate planning is the starting point. Legacy Planning is the next step. I believe the best way to help people is by working with them where they are to discover and implement a plan to quickly impact their lives now and secure their family’s long-term future.

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