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Available Online

Legacy Package — Plan Like an Owner

For: People with multiple income streams, property, small business , or serious wealth-building goal

2 hr
1,500 US dollars
Zoom

Service Description

All Momentum deliverables plus: Deep-dive planning workshop (2–4 hours) to build a cash-flow model, retirement projection, and simple estate primer (beneficiary review, basic will/trust checklist). Real-estate & side-business cash-flow checklist and a bank-ready one-page pro-forma. Tax-sensitivity checklist (items to discuss with your tax pro). Monthly 30-minute check-ins for 3 months and priority email support. Format / timing: Virtual workshop + 3 months of advisory. Spreadsheet models included. Outcome: Bank-ready financials, a funded retirement roadmap, and a practical legacy framework.

Contact Details

8032855999

5Legacyacademy@gmail.com

1743 Lynwood Dr, Lancaster, SC 29720, USA

GIVE A
Donation

​Make a meaningful impact in our community. 5 Legacy Daycare, a cherished institution that provides invaluable care and education to our children, is in need of support. Your generous donation could help ensure that their programs continue to thrive and that more children receive the nurturing environment they deserve. Your contribution would not only be a blessing to the daycare but also to the families who rely on its services. Together, we can make a lasting difference in the lives of these young ones. Thank you for considering this opportunity to support such a worthy cause.

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