LEGACY ACCELERATOR SYSTEM
- Get the peace of mind you deserve: In as little as 12 weeks
- Walk through our propriety program: Without taking time off to spend hours in a law office
- Put your plan into action: With real life strategies for decision making and integration
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Summary
Legacy Accelerator System
We created this 12 week Legacy Accelerator System just for you because we know you value securing your assets, building a legacy for the future, and providing protection to your kids. The timing just wasn't right before. We want to help the timing be better now, this time around, by creating a system designed to meet you where you are, with incredible value.
We want to welcome you inside to our proprietary system. Inside of this program we'll be blending self-guided portions on your own time with live calls and a 1:1 session with me. This allows you to move through building your legacy in the timing and way right for you. Can't wait to see you on the inside.
What's Inside...
'Our 12 Week Proprietary Legacy
Accelerator
System' in the works!
SCHEDULE
Prep Week: Getting Ready to Create
Weeks 1 & 2: Legacy Basics
Weeks 3 & 4: Plan Magic & Live Calls
Week 5: Plan Walkthru
Week 6: Legacy Wrap Up
Step 1: Complete Financial Clarity
Finally have complete financial clarity that will set you free to make sound decisions for your future and the future of the ones you love- Ensure your income is sufficient for future plans and learn how to secure your income in the event you can't work
- Understand what assets you have so you can make sure they will go to who you want, how you want, without hassle
- Identify and categorize your debt so you can avoid foreclosure or hardship on those you love if you get sick or die
- Make future facing plans to achieve your legacy dreams regardless of sickness, death or a long, long life
Step 2: Legacy creation process
- Come up to speed on how all of your assets and family dynamics effect the intricacies of your plan
- Be guided through a decision making process for choosing good guardians and financial managers of your assets and estate
- Make firm, confident decisions surrounding the makeup of your plan
- Create a plan not only for death but for net worth creation and protection during your lifetime
- Design easy to follow materials for sharing your plan with those who need to understand what the plan says and what they should do
Step 3: plan completion and integration
- Group Q&A and one-on-one call with the attorney to get your questions answered and walk through tough scenarios
- Professionally drafted, comprehensive estate plan
- Full scale video plan explanation and review that includes plan execution support
- Step-by-step written instructions for working your assets into your written estate plan
- Next steps for real world application and guidance on what to do with your plan and how to talk to others about it
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