your vision, your values, your legacy

Anthem Advisors offers family legacy planning so you can feel confident about what’s next, and the impact you're making.

What is Your Family Legacy Plan?

Most people have an idea of their lifetime goals, how they want to be remembered, and the legacy they want to leave. However, life’s busyness, unforeseen constraints and unique relational considerations can put a pinch in realizing these goals. Anthem Advisors’ family legacy planning is a structured process to turn your hopes into reality. We’ll help you get clear on your goals, have accountability in their pursuit, and a deliverable to help you “mind the gap” between your goals and the current obstacles to realizing them. Then, we create a plan that you can implement into your legacy.

Exploring the Five capitals of your life

We believe wealth is more than money, especially when it comes to family legacy planning. As we work with you on your legacy and estate plan, we explore the five capitals of your life and how they work together to create your legacy.

Personal

This capital focuses on you: your character, life choices, and deepest-held beliefs.

Family

This is the capital you’ve built with family, friends, loved ones, like traditions and values you’ve passed down.

Business or Ministry

This capital reflects the mission, culture, and influence of the work you’ve done.

Financial

This is the financial impact you will leave behind for your family, the world, and churches and charities you care about.

Kingdom

At the intersection of it all is your kingdom impact: how you lived your life to the glory of God.

Goals and Gaps Analysis

Your legacy is deeply important. Our Goals and Gaps Analysis is designed to help you gain clarity around what you want to achieve and evaluate how your current situation aligns with those objectives.

During this session, we take a thoughtful and structured approach to understanding both your vision and your present reality. Together, we will explore:

By identifying the gap between your goals and your current position, we guide you with a clear path towards a legacy that reflects your values and priorities.

This session is focused on providing insight, direction, and actionable guidance so you can move forward with greater confidence and purpose.

Discover what your legacy could truly be

It all starts with a conversation with our team. We’ll explore what you are looking for in a family legacy plan and how we can integrate it into your overall financial plan and your life.