Wealth & Wisdom: The Timeless Gift of a Legacy Letter

The uncertainties of the past year and the COVID-19 pandemic have really been reason to pause and reflect on some of life's deeper questions: What events and people have influenced who I am today? What are the values and financial life lessons I want to share with my loved ones? What do I wish for the people in my life going forward? How can I help prepare my family for future uncertainties ahead? 


 You may already have the answers to these questions on your mind, but have not yet taken the time to write them down or verbalize them to those in your life that matter most. Putting these thoughts down on paper is a powerful way to share your personal and family values, life lessons, and most cherished stories to help shape the next generation.