Maximize Your Legacy

You probably know how important it is to have a solid financial plan, to be generous, to leave an inheritance to your kids. But sometimes those concepts can seem more lofty than practical. Which is where Roots & Wings and the Maximize Your Legacy resource document comes in.

In 5 simple steps, you’ll be able to hone in on maximizing your legacy in ways that you may have never thought possible!

STEP 1: Define your top 5 values.

STEP 2: Align your estate to your values.

STEP 3: Fill out your family tree.

STEP 4: List causes and charities you love.

STEP 5: Bring the completed document to your Financial Advisor.

I’m so excited for you to dive into this work! It’s so important, so take your time, have fun with it, and remember, especially if and when things get uncomfortable…lean in.

Need a little guidance on getting started? Watch this video!