Summary: A different outlook on how to infuse financial literacy into disenfranchised communities!
I started working in the finance industry at nine as a bank teller.
No, seriously!
In 1997, honor roll students in 4th and 5th grade at Brookview Elementary …
In East Point, Georgia …
The school administration tagged us in partnership with SunTrust to run a school bank.
The goal was to teach us about the value of money and compounding interest.
I thought it was cool to learn about real cash and have $50 in my name!
But now, as a mom to 5-year-old twins, I notice why financial literacy conversations are crucially important.
While I have a strong sense of community connection to help everyone achieve a multi-generational legacy.
I think the way we attack it can be executed using a framework developed by The Legacy CPA™ – Founder of The Money Council®!
Legacy Math is Wealth minus taxes equals legacy …
You know, like a subtraction equation: Wealth – Taxes = Legacy.
I know, I know …
That was a nerd moment.
However, you cannot achieve a legacy without mastering wealth and tax concepts during your financial well-being journey.
These two pieces, wealth and taxes, work together.
The more wealth you accumulate while keeping your taxes low …
More legacy will flow in your family!
And the IRS has an entire rule book to help EVERYONE achieve a multi-generational legacy.
Everything from our done-for-you or do-it-yourself programs inside of The Money Council ® and DigiSuite Council ® is anchored in this framework.
Think about where you are on your personal and business financial well-being journey:
Just like in fitness, nutrition and net calories are the formulas to success in weight management.
Or, just like completing your annual physical to know where you stand and what specialists you need to see to improve your health!
Legacy Math is your nutrition breakdown or annual physical roadmap for your money!
No matter where you are trying to solve your legacy math equation, we have a guided framework to help you.
Consider these three questions along the way!
Do you need to Activate Wealth?
Legacy isn’t specific without wealth!
When we think about Wealth accumulation, it is either inherited OR generated in a lifetime.
Whether you hit the lottery, bootstrapping your own business, or expect to receive a gift from family members …
What you do with what you have matters whether it will last a lifetime.
You must move past GU, MU, or BU during your wealth activation phase.
You know what I’m saying … GoogleU, MetaU, ByteDanceU.
And hire a pro at some stage of your personal or business financial well-being journey.
But at which stage does it make cents (pun intended) to hire out?
In your wealth activation phase, setting up strategy and structure right the first time is crucial to experiencing a quantum leap in finances.
Our Spanancial Wellness ® Business Evaluation (i.e., SWBE) comes in here.
You get 45 minutes in a hot seat with a CPA to get three questions answered without a long-term commitment!
Within 3-5 business days, you’ll receive a Key Action Memo (KAM) that you can refer back to to ensure “you’re on track.”
Do you need to Slash Taxes?
Do you need to Preserve Legacy?
Most people think “Money” is the root word of the business when it’s Council.
So, no worries, The Money Council ® will step back to aid you in the next step with our vetted group of experts!
If you’d like to learn more about our resources or stay informed about what’s happening behind the scenes …
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