In our experience, many people who have achieved financial success have also come to realize that wealth accumulation, in itself, does not provide the satisfaction, meaning, or fulfillment they are seeking. Unfortunately, many financial professionals, echoed by ever-present media, promote a more fear-based mindset related to preserving and protecting wealth. After all, fear is a powerful motivator, right? This approach seems to serve the industry well. This reality, however, can rob people of the opportunity to find the requisite freedom to use their resources to create that more meaningful personal and social legacy they truly desire. 

Quite simply, the freedom to begin imagining how you can do more that matters to you personally, begins with getting to a place of both clarity and confidence that your own financial future and that of your heirs is secure. The end result is becoming ‘freed up’ to acknowledge and act upon the fact that you have abundance in your resources, or ‘excess’ wealth if you will, that can be used to make a difference for the various causes and organizations you personally care about.  

Providing for yourself and your family in the financial and personal dimensions of legacy, and creating a social legacy in your community and perhaps beyond are not mutually exclusive goals. With thoughtful, strategic, and creative planning, people are discovering their ability to successfully shape all three dimensions of their legacy. 

Wealth Impact Partners’ focus on the social dimension of legacy sets us apart from many planning professionals. We are passionate about helping people discover how they can release their resources to support the non-profit and charitable work that is positively impacting our community, our nation and our world. 

We have been privileged to see individuals and families discover a very real sense of excitement and energy as they become more deeply involved with and supportive of the causes and organizations that are important to them. Often, when people choose to financially support a specific non-profit or charitable organization, they also find themselves motivated to become more personally involved. They become ‘owners’ if you will, of the mission and long-term success of the organization. This is a win-win situation for both the organization and the individuals involved.  

Taking steps to secure the three dimensions of your legacy will be among the most important and satisfying actions you can take. If you knew you could do more that matters, wouldn’t you?

Peace,

Ron Ware