Why you should care about
your Family Legacy
If I asked you, “What is the one thing that would make you a great parent?” My experience says you would answer “happy, healthy, successful children.”
What if I asked, “What is the one thing that would make you a fabulous grandparent? You would likely answer, “Happy, healthy, successful grandchildren.”
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But what are you doing to ensure that happens?
Very few people in the world can articulate their Purpose in Life.
We have become masters at managing, protecting, and passing on wealth, over 30% of Americans have an Estate Plan. While critical to the safety and security of your loved one, your estate and wealth plan address the most temporary and finite part of your loved ones’ futures: money.
Through human science research, we know that true, lasting wealth comes from having a purpose in life, showing gratitude, building strong and trusting relationships, and a host of other important emotional and psychological superpowers. By leaving our loved ones with only money and physical assets, we have ignored their true well-being and left them feeling empty. This is the process to follow to change that trend.
Step 1 Gathering Data
Through interviews, surveys, observation, and facilitation, you learn deeply about your loved ones. You discover hopes, dreams, strengths, passions, and fears they've never mentioned before. You learn about what they want their family to be known for in the future.
Step 2
Data
Analysis
You analyze the data. You find common themes, values, aspirations, and passions that are important to your loved ones, and these become the bedrock of your Deliberate Life Plan and your Family Purpose Statement.
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Step 3
Deliberate Life
Planning
Using your data summary, you create your Deliberate Life Plan, which is your roadmap to exploring and examining the opportunities, activities, and ideas that have arisen from your data analysis. You'll be matched with the non-tangible heirlooms your family can provide to help you fast track your exploration. You aim to reach your highest Subjective Well-Being, a measure of positive and negative emotions and purpose in life.
Step 4
Purpose in Life
All of this leads you to what only 2% of people say they have, Purpose in Life. You understand what makes your heart sing and what makes you an authentic, whole person.
Step 5
Your Legacy
Simply put, when you have a Purpose in Life that drives you daily, you cannot imagine life without that focus, you are determined and dedicated to living your purpose, your Legacy follows.
The Process in Pictures​
