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Building aLegacy

Tools for your Financial Journey

Helpful resource to speed you on your journey to achieve your financial goals.

Building a Legacy

What will your life and legacy look like as you continue the journey to your goals? How can you build on what you have done so far and what impact do you want your efforts to have on the people you care about?

Look Closely at the present you are constructing. It should look like the future you are dreaming. Alice Walker

Talk about it

Before you begin this money talk, take some time to revisit the money map you created back in Jumping the Financial Broom. Imagine the best possible outcome for all of the ideas you had and the dreams you wrote down (5, 10, and 15 years). Share your thoughts with each other about the importance of each of the goals and how you envision your legacy.

What's next:

  • What will be your legacy? How will your financial choices support your intentions?
  • How will your family and community be impacted by your approach to financial topics/concerns? How do you want to communicate with others about money/financial choices?
Women brainstorming together

Review where you are now, focus on:

  • Having a clear vision of your “why.”
  • Creating goals with “mini-actions” that move you in the direction of your desired outcome.
  • Aligning your plan for daily/weekly/monthly financial behaviors that are consistent with your “why.”
  • Staying accountable to each other. Are you on the same page? How often will you review your goals and milestones?
  • A positive money mindset maintaining and recognizing the money thoughts that help and those that harm. Surround yourself with people who support your goals.
  • Celebrating your progress by checking your numbers and reassessing your goals regularly.