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Your Legacy Beyond the Dollar Signs

At Modern Wealth Collective®, we believe that investing and generational wealth planning are the foundation to ensuring that BIPOC and LGBTQ+ communities can break the historical wealth and pay gaps.  We view this part of planning as having two key components passed down for future generations: your monetary legacy (aka: inheritance) and the wisdom about smart money decisions (aka: financial education).  Making, saving and investing your money are important, but what is it worth if you're building on a house of cards that doesn't protect your money?

With our holistic financial planning approach, we take the stress off your shoulders to protect those you love and what you've worked hard to build.  Life is not a straight-forward road, and neither is your financial plan.  Don't get us wrong -- we know some of these conversations are not easy.  Along with a team of professionals, we strive to ensure a smooth transition of your wealth to your beneficiaries, heirs and favorite charities.

Financial education and literacy give us the power to build a financial present and future that is not defined by past money mistakes.  We empower you with the confidence to make intentional money decisions and build a wealth of knowledge (total pun intended) to teach future generations.   Generational wealth planning is about opportunity: the more money we have to create change and the more we learn about how to make smart decisions with it, the greater the impact we have in our communities.

We help you write the story you want told for future generations.

Generational Wealth Planning includes:

Generational Wealth Planning includes:

  • Life insurance planning
  • Annual Insurance Needs Analysis
  • Resources for Long Term Care and Disability insurance
  • Meeting with attorney for proper estate plan (ex: wills, trusts, etc.)
  • Gifting strategies
  • Tax efficient strategies with a CPA or Tax Professional
  • Discussions with your beneficiaries and loved ones, so they have a trusted point of contact
  • Ongoing financial literacy resources to stay on top of your money game
  • Teaching your youth about healthy money habits 
  • Convenient access to your wealth advisor and team of professionals, so you can focus on your family and self-care