Your have your own ideas about the impact you want to have on your family, the generations that follow and your community. This sense of who you are drives your personal legacy.
We believe it’s a major part of our job to help you understand what options you have to meet your life goals and create the legacy you want. As a result we start conversations about your wealth management needs by clarifying your mission, vision, values and goals before moving to the implementation of strategy, tactics and tools.
In the first half of life, options center on choices in planning for major life events. As we get older, many of us want to pass our moral and ethical belief systems on to the generations that follow.
Developing a personal legacy statement is often the first step in providing wealth management strategies that allows you to be congruent in your words and actions.
Selected Tools:
The Legacy Discovery Process
The video history process
The Stage 2 Objective Review for individuals
The Legacy interview
The above tools, techniques and resources are listed as examples. Your Stage2 Advisor will work with you to identify the right strategies for you depending on your specific life goals and financial goals.