How to Organize Your Finances to Create Legacy Wealth

Hi, I am Liz and I help high-achieving women feel calm, confident and organized as they fulfill their dream of establishing legacy wealth. I believe mindful women "do good" with money. I want to help you create a plan to create more money and "do more good" with it.

Use this fillable document to generate organizational ease and identify areas of improvement as you build legacy wealth. Make sure to print and date a copy each New Year so you can track and reflect how far you've come in your wealth building journey over the years. This document will guide you in setting yourself and your legacies up for healthy financial future.

Plus, it will be a fun find for your granddaughter someday. Make sure to write yourself a few words of encouragement so she sees how you loved yourself along the way.