Effective Retirement Planning

Don't Just Leave a Legacy Behind...

CELEBRATE YOUR LIFE

We help you LIVE your legacy NOW!

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"Don't judge each day by the harvest you reap but by the seeds that you plant."

Robert Louis Stevenson

What is the first thing that comes to mind when you hear or read the word LEGACY?

For most of us it's our estate; the financial foundation we create through a lifetime of work and accomplishments. We want to make sure our families are secure and protected financially.

What if there is something even more valuable you could gift to your family, friends, community and even the world? Something so powerful it will live on long after you've passed away and touch more lives than you could possibly imagine?

What if you could provide financially for your family AND create an undeniable impact on everyone you meet? What if you could leave a legacy behind AND live an even more powerful legacy NOW?

In order to live your legacy now, you need to have
your money handled and your financial plan on track.

Legacy Shifters Offers Education On:

How to visualize your financial future and create a plan to achieve it
How to talk to your children about money so they're better prepared for their future
The skills to manage your money effectively so you can succeed
How to help your employees reduce their #1 stressor so they can be healthier and more productive
How to create a life of extraordinary experiences rather than a bunch of material possessions
How to save for retirement, protect your family AND still enjoy life now

We have programs available for individuals, families, companies, community groups and non-profits.

Join Our Exclusive SHIFT Membership Program
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Money & Finance
Fundamentals

Planning Your
Money Future

Clarity of Purpose
Visual Map to Success

Start with one of our signature ENVISION Day Programs

We help your employees or members assess their current financial situation, establish goals for their future and create an action plan to achieve financial health. We'll help you reduce the stress by providing the essential education all of us need.

ENVISION Days are a great, low-cost way of beginning a financial wellness program. Here's what you'll experience...

Saving, Spending & Success

“Do not save what is left after spending,
but spend what is left after saving.”
- Warren Buffett

Saving money is at the core of living the life of your dreams. But you shouldn't feel deprived because you're saving. Learn how to budget properly, spend efficiently and enjoy the experiences that truly matter.

We help you communicate in a healthy way about money and finances. We give you the tools to discuss your children's financial goals and how to achieve them. We help you create a plan to thrive, regardless of life's unpredictability.

Establish Life Priorities

The #1 regret of the dying:
"I wish I'd had the courage to live a life true to myself,
not the life others expected of me."

The big TV's, the McMansions, the fancy sports cars, the latest fashions and the coolest toys don't make you happy. Studies show that unique experiences have a much greater impact on your happiness that possessions.

We teach you how to start enjoying all the wonderful adventures on your Bucket List - stop waiting for someday.

The Power of Visualization

Visualizing is an incredibly powerful tool because we create for ourselves a reality that is as real as it can be before becoming manifested in physical form. Numerous peak performers use the skill of visualization. They create a picture of a successful outcome before it happens.

Money and finances are a perfect opportunity for visualization. It helps us focus, plan and act on making our desires a reality.

Join Our Exclusive SHIFT Membership Program
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SHIFT Membership Info

Companies save $3 for each dollar they spend on financial wellness for their employees.

Consumer Financial Protection Bureau report

Impact of Financial Stress on Employee Productivity

83% of employees surveyed say personal financial challenges have impacted their overall employee performance.
87% of employees say their companies should play a role in helping them prepare for their financial futures.
90% of large firms believe financial solutions will be a standard element of a benefits package in the next 10 years.

What Employees are Saying...

95% of workers believe it's important to be financially literate when it comes to their own understanding of financial products and services
Only 35% say they are moderately or extremely knowledgeable
Just 28% call themselves confident in their own ability to make important financial decisions
70% of workers are seriously concerned, if not seriously worried, about their finances.
47% of Americans cannot cover a $400 emergency expense without borrowing money or selling something
46% of Americans die with less than $10,000 in assets
31% of Americans went without some form of medical care in the last year because they couldn't afford it
31% of non-retirees have no retirement savings or pension

Financial Wellness Programs

Companies that offer financial wellness programs for their employees enjoy higher productivity and their employees experience much more satisfaction from their work. Money is such a big part of our lives. Knowing how to assess, plan and manage finances is essential for thriving companies and their employees.

Legacy Shifters can create a customized Financial Wellness Program for your company and your employees. Or we can schedule an in-person workshop for your workforce to get them started on the right path. Let us help you SHIFT so you can help your employees create their legacy now, not just after they're gone.

Let's talk so you can discover what's possible and how you, your company and employees can benefit from creating a healthy money experience and help them secure their futures.

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Free Strategy Session
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Financial Resources
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Personal Attention
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100% Satisfaction
Your success is our top priority. We insist that you are completely happy.