Instant downloadPrintable PDF workbook. Written by Esther Jackson-Stowell.
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Legacy at the Table: The Family Wealth Workbook
The fill-in workbook Esther's family uses: seven chapters from money mindset to a documented Legacy File.
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- What you get
- 74-page workbook. Seven chapters with a clickable contents page.
- Exercises you complete together. Built for the family table, not a desk.
- Your Legacy File. The document your family ends up with.
Take a look inside
See the pages you will use.
Selected excerpts from the included files. Open a page to read it, or expand the sample text below.
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Your family wealth mission
An actual worksheet page for putting shared values into words.
Read the sample text
Page 16
FAMILY WEALTH MISSION STATEMENT
A Family Wealth Mission Statement captures why you're building wealth and what it's
for. It's the 'north star' that guides financial decisions, especially difficult ones.
✍️ Exercise: Create Your Mission Statement
Complete these four steps to craft your family's statement.
Step 1: Define what money represents to your family
Is it security? Freedom? Options? Service? Impact? List 3-5 words:
Step 2: Identify what you're building toward
What does success look like in 5, 10, 20 years? Be specific:
Step 3: Name the values that guide your financial decisions
Generosity? Discipline? Education? Adventure? List your top 3-5:
Step 4: Write your draft mission statement
Combine your answers above into 2-3 sentences:
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Plan the family meeting
A selected page from the money-conversations chapter.
Read the sample text
Page 27
FAMILY MONEY MEETING FRAMEWORK
Regular family meetings make money conversations normal. We recommend monthly
meetings of 30-45 minutes.
The Five-Part Meeting Structure
Segment
Time
Description
Opening
2-3 min
Read your Family Wealth Mission Statement together
Wins
5-7 min
Each person shares one money win from the past month
Check-In
10-15 min
Review progress on family financial goals
Learning
10-15 min
Discuss one financial topic or upcoming decision
Closing
5 min
Each person commits to one action; end with affirmation
✍️ Exercise: Meeting Planning Template
Meeting date:
Meeting time:
This month's learning topic:
Questions to discuss:
Decisions to make together:
What is inside
Seven chapters, one Legacy File.
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Mindset
Name the money story you inherited and decide what to keep.
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Money conversations
Scripts and prompts for the talks most families avoid.
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Banking and credit
Set up the accounts and habits that build a score.
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Skills
The earning skills every family member can grow.
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Assets
What to own, in what order, and why.
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Stewardship
Giving, protecting, and managing well.
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The Legacy File
Put it all in one place your family can find.
Who it is for
For the family that wants to do this together.
- You listen to the show and want the exercises in your hands.
- You want your spouse and children in the conversation, not just informed of it.
- You want a finished document at the end, not a stack of notes.
Good to know
How do I receive my files?
What format will I receive?
Is this financial advice?
Can I share it with my family?
Where should I start?
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6-page PDF
The Family Money Scripts Starter Pack
Ten ready-to-use family money scripts, by age. Read one at dinner this week.
$9.00 View details -
PDF in a ZIP
Faith & Money: 30-Day Devotional
Thirty mornings of scripture, reflection, and one small money move, so your faith and your finances grow up together.
$9.00 View details -
PDFs + CSV in a ZIP
Marriage That Adds
The money conversations most couples avoid, turned into warm, guided date-night talks that build one shared vision.
$17.00 View details -
PDFs + spreadsheet files
The Sunday Family Money Meeting Kit
A fifteen-minute family meeting rhythm, with age prompts, printable cards, and a place to write your next step.
$17.00 View details
