Legacy Well Planned Book Cover

Announcing

Legacy Well Planned

"All it Takes is Your Time Investment"

After the pandemic exposed how unprepared many were, individuals consulted advisors and businesses hired Chief Legacy Officers. This book offers a fresh approach to legacy planning while living on your terms in the present, providing an exciting new way to envision your future.

What You'll Find Inside...

  • Check Circle Why designing a legacy that's uniquely yours can redefine your future for the better.
  • Check Circle The counterintuitive approach to ensuring your legacy leaves nothing to chance, even in uncertain times.
  • Check Circle The 3 essential steps to connect your past with a future-directed legacy plan that stands the test of time.
  • Check Circle The unexpected principle that creates a roadmap to propel you forward and secure your legacy.
  • Check Circle How to build a financial legacy that supports your values and benefits future generations.
  • Check Circle Why your legacy must adapt to life's unexpected twists and how to make it resilient.
  • Check Circle How to easily and in a fun way highlight and share your most valued priorities that others often overlook.
  • Check Circle The surprising power of your accomplishments to inspire those who follow, far beyond what you imagine.
  • Check Circle How to safeguard your health and well-being as you plan your legacy and live a fulfilling life.