The Empowered Wealth

Most estate plans begin and end with numbers. The Empowered Wealth® System employs a unique approach that begins with you and what is most important to you. This approach is designed to assist you in identifying how to optimize your “Enduring Wealth”.

Enduring Wealth is comprised of one’s Core, Experience, Financial and Contribution assets. Core assets are among your most valuable assets and include family, health, happiness, heritage and values. Experience assets are most commonly thought of as your education but also are drawn from life’s experiences – both good and bad, networks, reputation, strategic alliances and traditions. Financial assets are tangible things like money, investments, businesses, property and so on. Your Contribution assets are those assets that are put back into society to benefit the whole. The government calls them taxes. Contribution assets are also defined as contributions of any kind whether Financial, Core or Experience which are utilized for the benefit and enrichment of society.

As you answer the questions in this workbook, you will explore your beliefs, feelings and values about your Core, Experience, Financial and Contribution assets and their relationship to you, your future generations and society at large.

Completing the questionnaire is your first step in crafting a written True Wealth Philosophy. Your Enduring Wealth Philosophy is the roadmap on which you and your advisors will rely to ensure that all estate planning decisions are consistent with your values and objectives.