Giving Families a Long-term 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.
To beat the cycle, successful families believe in providing new adults with their first set of legal documents on their 18th birthday. They supplement legal documents with a family structure that future generations can replicate.
Regular family meetings, a team of advisors, and being prepared for emergencies provide a structure that gives families a multi-generational advantage.
Sustainable wealth doesn’t happen by accident. It requires a strong culture that transfers from one generation to the next.
Culture begins with a long-term vision and is supported by identifying shared values and beliefs. Cultivating family member’s authentic gifts and talents and investing in developing their kills creates strong bonds.
Families that are committed to preserving relationships and resolving conflict build communication and trust within the family. This is one of the greatest advantage a family can provide to create a multi-generational advantage.
Money mastery is the ability to fund your lifestyle while putting aside resources to survive economic challenges such as unexpected health crises, or having the necessary reserves to make lifestyle changes such as switching careers or becoming a one-income family. Money mastery also includes charitable giving and investing in your family’s development.
Families that create systems to train each generation to become money masters create financial resilience and provide future generations an 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 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 providing the structure, creating a culture, and building financial resilience to provide your family with a multi-generational 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. How far into the future do you want your family to thrive? 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 take the next step to implement a plan for you and your family.
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 do you want for your family? 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.