SharE WEALTH

the harvest


By the time you start this phase, you’ll have made it very far. Not only have you completed the sowing, but you have been growing your finances.  Once wealth has been established, and increased, it must be maintained, and protected, in order to create a legacy that can be harvested by future generations.

This final phase – Sharing Wealth – is where you can start spending your assets, preserving assets through ongoing management, preparing your final financial or estate plan, and teaching your children and grandchildren about money management.

There are a lot of questions in this phase, and our coaches can guide you through retirement planning, asset protection, and wealth transference plans.