Every single one of us has the power to create and pass on a legacy. But how does one go about building their net worth and ensuring that their assets are protected for future generations?
“Digital estate planning is all about leveraging online, self-serve technology to help families put their affairs in order, because we recognize that over 58% have not conducted any form of estate planning.” Cheri Williams-Franklin says that, usually, it’s assumed that going about it is too complicated or expensive. Life Snapshot’s purpose is to simplify digital estate planning to make this timely and relevant process accessible to everyone.
Jayne Ellegard takes us through what she calls the six pillars of financial empowerment. The first pillar covers your money values and beliefs, a fundamental (but often overlooked) phase that creates context for all the other pillars. The second pillar asks: “What’s your destination?” This step is concerned with establishing your individual, personal financial goals. Pillar three, which she calls “planes, trains, and automobiles”, defines your starting point: your net worth, which you can find by subtracting your liabilities from your assets. The fourth pillar is all about spending thoughtfully, with purpose. Pillar five goes into the world of investments. Finally, pillar six is called “giving the best gifts”, referring to insurance and estate planning.
Tune in to hear how you can discuss and put together an end-of-life care plan for your family and what sets Life Snapshot apart in helping you along this process, as well as dissecting your current financial situation in order to increase your net worth and create a legacy.
Memorable Moments:
Guest Profiles
Cheri Williams-Franklin is the Founder & CEO of Life Snapshot and a digital estate planning expert that has developed a technology platform that helps families organize and securely store personal asset information so their loved ones can easily find them while dealing with overwhelming grief. Cheri holds a Bachelors of Arts in Speech Communication with a minor in Journalism, as well as a Masters’ in Business Administration.
Following the untimely passing of her 36-year old sister in 2015 she uses her experience to promote positive pre-death planning practices for families. Life Snapshot is growing and recently added its first celebrity client to the platform. Cheri's been featured on Market Watch, ABC, NBC, FOX, Digital Journal, Kapitus Financial and Cheapism.
Website:
Plan your family’s legacy: https://www.lifesnapshot.com/
Become a member: https://www.lifesnapshot.com/estate-planning-sign-up-to-become-a-member
Social Media Links:
Instagram: https://www.instagram.com/lifesnapshotinc/?hl=en
Twitter: https://twitter.com/LifeSnapshotInc
Facebook: https://www.facebook.com/LifeSnapshotInc
LinkedIn: https://www.linkedin.com/company/life-snapshot-llc
OFFER:
10% off any of our plans to your audience. Discount Code: JMMBOB it will be good for 10-days from air date of episode.
Jayne Ellegard is the Founder & Coach of Ellegant Wealth. She empowers women who are ready to show up and own their financial journey with Courage, Confidence & Wisdom! Jayne left the corporate world after 34 years in investments and wealth management with the goal of making a difference in as many women’s financial lives as possible. Her “Six Pillars to Financial EmpowermentTM” offers women a unique, creative and fun, yes fun, way to inspire financial confidence. She equips women with the clarity and motivation to take action, change their financial reality and achieve their goals. Jayne is redefining wealth education in a way that works for women!
Website:
Become financially empowered: www.ellegantwealth.com
Social Media Links:
Instagram: https://www.instagram.com/jayne_ellegard/?hl=en
Facebook: https://www.facebook.com/EllegantWealth
LinkedIn: https://www.linkedin.com/in/jayne-ellegard/
YouTube: https://www.youtube.com/channel/UC4dkmPag05OD4ZmB6Fh0OEA
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