Description
A Half-Day Intensive for Serious Wealth Builders
The VIP Legacy Planning Session is a 3-hour intensive designed for individuals and families who are ready to create a comprehensive, long-term wealth strategy. This is not a quick consultation. This is a deep, structured planning experience where Esther works alongside you to map out your complete financial future.
What the intensive covers:
- Comprehensive review of your current financial portfolio and real estate holdings
- Goal mapping: 1-year, 5-year, and generational wealth targets
- Tax strategy overview and optimization opportunities
- Estate planning framework and legacy structure
- Generational wealth roadmap with specific milestones
- Business entity structuring for asset protection
After your session, you receive:
- Full recording of your planning session
- Written 90-day implementation plan with prioritized action items
- Resource recommendations tailored to your goals
- One follow-up email check-in at the 30-day mark
This session is for people who recognize that building a legacy requires intentionality, expertise, and a trusted guide. If that resonates with you, book your VIP session and let us build something that lasts.
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