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How to Define Your Personal and Financial Legacy Values

May 23, 2022

Plenty of studies have shown that people believe financial planning needs to be introduced to people much earlier in life. With no formal educational requirements in traditional K-12, many adults are forced to adapt their financial plans seemingly on the fly. It’s a big reason why many of them turn to experienced financial experts to chart a course for the future.

If you’re not sure where to start, but you know that you want to develop financial values that live on beyond you, it’s good to consider your own personal goals around money. What’s most important to you and how is that reflected in your regular spending?

For example, perhaps building a nest egg has been a top priority for you because you’re concerned about having the right assets to support your lifestyle in retirement but also any potential health issues that might arise. Documenting these wishes and talking about them with your family helps everyone get on the same page about what is important to you, but it can also be inspirational for your loved ones to see how you’ve protected your interests and concerns, too.

Here are some questions to get you jumpstarted in thinking about refining your own financial legacy:

  • How has money supported you during your life? How has it supported your family?
  • Have you been able to give to causes that are important to you?
  • What factors go into your decision about how much to save and invest? Have you adapted those strategies over time?
  • What do you want to be remembered for, both in your family and beyond?
  • How has your money been used to help support the goals most important to you, and how have you established plans for that to continue in the future?
  • What do you want your children and other heirs to know about how you view money?

Working with the right financial and asset protection planning professional can be a big step forward in securing your future. Set up a meeting today to learn more about working with us.


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said ...

See more
What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median ...

See more
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more