CASH
Conversations
Achieving financial success starts with a plan that is tailored to your specific needs. With conversations, we offer expert financial consulting services designed to help you succeed. Our team of professionals takes a personalized approach to every client, developing a plan that aligns with your unique financial goals. Let's start the conversation today and help you achieve your financial dreams!
Assessments
Our financial assessment service is a key component of our consulting offering, providing invaluable insights into your financial situation. By analyzing your past, present, and future financial situation, we ensure that you have a comprehensive understanding of your financial standing. Our team will work with you to create a customized plan that addresses your unique financial needs and goals.
Strategy
Our strategy services are designed to help you achieve financial success, no matter your level of experience. By leveraging our extensive network of affiliates and resources, We'll create a personalized approach that perfectly aligns with your unique financial goals. Let's get started on building a brighter financial future together.
Help
We understand that building a legacy is crucial. That's why we offer a service called. Our team of experts will help you impart the family legacy to current and future generations. Schedule a consultation today to learn more about how we can help you preserve the stories and values that matter most to your family.
CASH Outline
At Beyond Legacy, we use our proven comprehensive CASH checklist designed to cultivate the community with confidence and the capability to make informed legacy decisions enabling them to achieve their life goals.
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Week 1 -Concepts
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Week 2 - Proper Protection
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Week 3 - Emergency Fund - Cash Flow
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Week 4 - Build and Protect Wealth
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Week 5 - Assessment
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Week 6 - Implementation Strategies
We understand that building a legacy is crucial. That's why we offer a service called -Vision Board Experience. Register Here
Do you have your family's Core Values defined? ie-fundamental beliefs, principles, and values that they want to leave as part of their legacy?
Have you identified your individual and family's passions, interests, and pursuits they wish to be remembered for?
Have you identified the impact you aspire to make on your community, society, or the world at large?
Have you captured personal anecdotes, stories, and experiences of current generations to pass down to future generations?
Do you have a Philanthropy Plan? Consider any charitable causes or philanthropic endeavors they want to support and be remembered for.
Do you have all Legacy Preservation paperwork completed including but not limited to intellectual property rights, financial resources, and property?
Have you established endowments, trusts, or scholarships to support causes or initiatives aligned with their legacy?
Have you documented the family tree, genealogy, or historical lineage to pass on to descendants?
CASH Checkup
Programs
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