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FLAG

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Transform Your Financial Legacy with Us

A comprehensive course designed to equip the community with the essential knowledge and skills needed to navigate the world of finance confidently.      

Foundations to your Financial Makeup

A strong financial foundation is key to securing your future and achieving your goals. We provide personalized financial consulting services to help you build that foundation. We take the time to understand your unique relationship with money, so we can help you make the right decisions for your future.

Learning Financial Principles

We believe that education is key to financial success. Our service provides clients with the knowledge and tools they need to take control of their finances and achieve their goals. Whether you're a beginner or have some financial experience, we can help you gain a better understanding of how money works.

Achieving Financial Goals

Achieving your financial goals is important to us. Our team is committed to providing quality guidance and advice to help you make sound financial decisions. We work with you to help identify what you need and create a customized plan to help you achieve your goals.

Growing Wealth and Assets

Are you ready to set a plan for growing your wealth and assets? We specialize in helping clients achieve their financial goals. From strategic investments to tailored asset management plans, our team of experts will work with you to create a personalized plan that suits your unique needs.

FLAG Outline

A comprehensive course designed to equip the community with the essential knowledge and skills needed to navigate the world of finance confidently.     

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Regularly reviewing and updating your legacy plan is essential to ensure it remains aligned with your goals and priorities throughout your life.  

  • Week 1 - Intro - Financial psychology

  • Week 2 - Foundations of Finances

  • Week 3 - Debt Mgmt

  • Week 4 - Budgeting - Money Mgmt

  • Week 5 - Importance of Insurance - Short and Long term goals

  • Weeks 6 - Implementation Strategies

    • Have you estimated your retirement expenses accurately?

    • Will your current diversified portfolio meet your retirement goal?

    • Are you maximizing contributions to retirement accounts such as 401(k)s, IRAs, or pension plans?

    • Have you reviewed your retirement plan recently to ensure it aligns with your current financial situation and goals?

    Retirement

    • Do you have disability insurance to replace lost income if you’re unable to work due to illness or injury?

    • Have you reviewed the coverage amount and terms of your disability insurance policy recently?

    • Are there any gaps in coverage that need to be addressed?

    Disability

    • Have you planned for potential long-term care needs as you age?

    • Do you have long-term care insurance or alternative funding mechanisms in place?

    • Have you discussed long-term care preferences with your family and loved ones?

    Long Term Care

    • Do you have multiple streams of income to support your lifestyle in retirement?

    • Have you considered rental income, dividends, or other passive income streams?

    Income Sources

    • Do you have life insurance to provide for your family in the event of your death?

    • Do you have living benefits in the event of Critical, Terminal, and Chronic Illness?

    • Have you reviewed your life insurance coverage recently to ensure it meets your current needs?

    • Have you considered using life insurance as part of your estate planning strategy?

    Life Insurance

    • Are you utilizing tax-advantaged investment accounts such as Roth IRAs or 529 plans?

    • Have you considered investment vehicles such as mutual funds, stocks, bonds, or real estate?

    • Are you regularly reviewing and adjusting your investment strategy based on market conditions and personal goals?

    Wealth Building Tools

    • Have you developed a plan for transferring ownership of your business in the event of retirement, disability, or death?

    • Have you identified potential successors and trained them for leadership roles?

    • Have you considered tax implications and legal requirements for transferring business ownership?

    Business  Ownership Succession Plan

    •  Have you communicated your legacy plan and wishes to your family and beneficiaries?

    • Have you consulted with financial advisors, attorneys, and other professionals to ensure your plan is comprehensive and legally sound?

    • Have you reviewed and updated your legacy plan, regularly, to reflect changes in your financial situation, family dynamics, and goals?

    General Considerations

Checkup

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