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GETTING STARTED
AFTER you've been informed you will be coaching with Lori, you will be asked to share some information as to your current financial status/goals to help Lori get to know what you hope to get out of coaching with her.
COACHING PACKAGE #5
FUTURE LEGACY
What’s Your Plan To Perpetuate Your Legacy After You’re Gone Or Do You Have No Plan? Crafting A Plan To Protect And Perpetuate Your Wealth!
with Lori Wilson, Your Money Coach
COACHING DETAILS
Do you have a plan in place to ensure your legacy lives on after you’re gone? Whether it’s for your family, a business, or a cause you’re passionate about, establishing a financial legacy is essential to protect and distribute what you’ve worked hard to build. In the Financial Legacy program, we’ll focus on creating a tailored legacy plan that secures your assets, fulfills your wishes, and provides peace of mind for the future. Together, we’ll explore estate planning essentials, asset protection strategies, and ways to seamlessly pass on your wealth and values.
You’ll walk away with:
- A Personalized Legacy Blueprint → A clear and structured plan that outlines how to protect your assets, support your loved ones, and carry out your wishes. This blueprint covers everything from wills and trusts to assigning beneficiaries, ensuring that every detail aligns with your long-term goals.
- Strategies for Asset Protection and Tax Efficiency → Learn how to safeguard your wealth with strategies that minimize taxes and protect against risks. We’ll explore options like trusts, insurance, and other tools to help you preserve more of what matters.
- Confidence in Your Legacy Plan → Feel confident knowing that your financial legacy is protected, your family is provided for, and your values will endure. This program empowers you to make informed decisions that resonate for generations.
TOPICS COVERED
Regardless of your current stage in life or financial position, we’ll tailor your legacy plan to address these essential areas, ensuring every detail is covered for a secure future:
1. Understanding Your Legacy Goals → We start by clarifying your vision. Do you want to provide for your family, support a cause, or leave a lasting impact on your business? Together, we’ll identify what matters most and how to incorporate these values into your legacy.
2. Estate Planning Essentials → From wills and trusts to powers of attorney, we’ll cover the core documents and structures needed to outline your wishes. We’ll work to make sure your plan is clear, legally sound, and effective in carrying out your objectives.
3. Asset Protection and Tax Planning → Protecting your wealth goes beyond a simple will. We’ll explore asset protection strategies and tax-saving options, helping you keep more of your legacy intact. Whether it’s through trusts, insurance, or charitable giving, you’ll learn how to pass on wealth efficiently.
4. Guiding Your Heirs and Successors → Establishing a financial legacy involves more than assets—it’s about guiding the next generation. We’ll discuss ways to communicate your values and ensure that your successors understand your wishes, so they feel supported and empowered to carry them out.
WHAT YOU GET
1. A Clear, Structured Legacy Plan → By the end of this program, you’ll have a one-page overview that consolidates your goals, documents, and asset protection strategies into a comprehensive legacy plan. This blueprint is your roadmap for preserving and passing on your wealth and values.
2. Financial Security and Peace of Mind → With every aspect of your legacy planned out, you’ll feel secure knowing your wishes will be honored, your loved ones protected, and your legacy intact.
3. Ongoing Support and Guidance → Legacy planning isn’t a one-time event. As laws, family circumstances, or assets change, I’ll be available to help you adjust and refine your plan, ensuring it remains aligned with your goals and provides lasting value.
Take control of your legacy and put a plan in place that reflects your values, protects your assets, and provides peace of mind for the future. Let’s work together to create a financial legacy that will endure and support what matters most to you
DURATION / FORMAT
- TIME: Typically, a 1-hour initial consultation with ongoing sessions as needed to complete your personalized financial blueprint. We can usually complete the Personalized Financial Blueprint in two sessions.
- FORMAT: Sessions are conducted via Zoom for convenience, screen sharing, and collaboration.
- FEE: Coaching pricing is discussed based on your needs and the depth of coaching required. We'll discuss the best pricing strategy for you during our initial call together.
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As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.
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