The document discusses legacy planning and how financial issues can negatively impact one's legacy if not addressed. It notes that legacy is defined as what is left behind, and legacy planning revolves around money matters like debt, investments, retirement, and caring for family. However, financial stress and worries over these money concerns can negatively affect both one's legacy and health. The document introduces legacy financial wellness as a holistic approach to legacy planning that provides guidance on addressing common financial areas of concern to help replace hopelessness with hope.

1. WELCOME
From:
&

2. The definition of
Legacy is what
you leave behind
A large part of
Legacy planning
& organizing our
affairs revolves
around money
Many of us have
worries and
concerns over
money. Like credit
card debt, credit
scores,
investments,
retirement, home
values, taking care
of elderly parents,
etc.

3. These money
issues and
concerns
Have a
negative affect
on our Legacy
which also has
a negative
affect on what
we leave
behind for our
loved ones.
The financial
stress & worry
over our
finances can
also affect our
health.

4. Legacy
Financial
Wellness is a
holistic
approach of
Legacy
Planning.
We help to
provide places
to turn for some
of the many
financial areas
of concern in
our life.

5. HOPE
Sometimes the difference between
Hope & Hopelessness is just in
knowing where to turn.

7. 419-352-7639
www.thelegacykit.com