How Can Legacy Math Help Licensed Service Professional Women Build Wealth and Leave a Lasting Legacy?
- The Legacy CPA ®
- Apr 28, 2024
- 2 min read
Updated: Aug 4, 2024
Summary: A different outlook on how to infuse financial literacy into disenfranchised communities!
I started working in the finance industry at nine as a bank teller.
No, seriously!
In 1997, honor roll students in 4th and 5th grade at Brookview Elementary …
In East Point, Georgia …
The school administration tagged us in partnership with SunTrust to run a school bank.
The goal was to teach us about the value of money and compounding interest.
I thought it was cool to learn about real cash and have $50 in my name!
But now, as a mom to 5-year-old twins, I notice why financial literacy conversations are crucially important.
While I have a strong sense of community connection to help everyone achieve a multi-generational legacy.
I think the way we attack it can be executed using a framework developed by The Legacy CPA™ – Founder of The Money Council®!
Legacy Math is Wealth minus taxes equals legacy …
You know, like a subtraction equation: Wealth – Taxes = Legacy.
I know, I know …
That was a nerd moment.
However, you cannot achieve a legacy without mastering wealth and tax concepts during your financial well-being journey.
These two pieces, wealth and taxes, work together.
The more wealth you accumulate while keeping your taxes low …
More legacy will flow in your family!
And the IRS has an entire rule book to help EVERYONE achieve a multi-generational legacy.
Everything from our done-for-you or do-it-yourself programs inside of The Money Council ® and DigiSuite Council ® is anchored in this framework.
Think about where you are on your personal and business financial well-being journey:
Just like in fitness, nutrition and net calories are the formulas to success in weight management.
Or, just like completing your annual physical to know where you stand and what specialists you need to see to improve your health!
Legacy Math is your nutrition breakdown or annual physical roadmap for your money!
No matter where you are trying to solve your legacy math equation, we have a guided framework to help you.
Consider these three questions along the way!
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