Today, we’re diving into two powerful ideas: building a financial legacy and stepping fully into your Wealthy Woman Mindset.
Trusts & Legacy: Protect Yourself Sis!
You work hard every single day—flowing, inspiring, creating your dream life—and now it’s time to protect your coin for the long haul. I know estate planning can sound all fancy and for “rich folks,” but trust me, it’s for anybody looking to protect what they worked for. A trust makes sure your money and assets go where you want, no questions asked.. In fact, it’s one of the most important steps you can take to make sure everything you’ve worked for doesn’t get lost in a bunch of legal drama.
You don’t need a million dollars to set one up either. Whether you’ve got a growing savings account or are just getting started on your investment journey, a trust can help you make sure your family is taken care of without all the probate court mess. Start here if you’re just joining us With a trust, you control the narrative, not the courts.
The Wealthy Woman Mindset: Financial Confidence Unlocked
So many of us have limiting beliefs around money. Maybe we’ve been told we’re “bad with money,” maybe we feel like we don’t deserve to be wealthy, or maybe we weren’t taught. Ladies, it’s time to leave those thoughts behind and step fully into your Wealthy Woman Mindset.
Here’s how you can unlock that mindset and walk confidently in your financial power:
1. Own Your Financial Story Every single one of us has a financial story—whether it’s one of struggle, survival, or even success. Instead of letting that story control you, start owning it. Take stock of where you’ve been, where you are, and where you want to go. Forgive yourself for any past mistakes and embrace the fact that you are capable of financial growth.
2. Stop Playing Small Too often, women are taught to minimize their financial ambitions. But why shouldn’t you earn more? Why shouldn’t you be wealthy and successful? Drop the guilt around wanting more for yourself, your family, and your future. There is nothing selfish about financial abundance—it’s empowering.
3. Learn to Speak the Language of Money Financial literacy is key to unlocking wealth. Don’t be intimidated by “financial jargon” .. that’s the language bankers and finance professionals use, start learning it. Whether it’s understanding compound interest, how to invest in the stock market, or the basics of mortgage notes (yes, ladies, it’s a thing!), taking control of your financial education will give you confidence and clarity.
4. Surround Yourself with Financial Role Models Find people who inspire you with their financial success. Follow them, learn from them, and surround yourself with people who want to see you win. The more you see others, especially women stepping into their financial power, the more natural it will feel for you to do the same.
5. Set Clear, Ambitious Financial Goals
It’s time to dream bigger. Instead of just aiming to pay off debt or save a little, set goals that excite you. Want to invest in real estate? Build a retirement fund that lets you live comfortably on your own terms? Whatever it is, write it down and make a plan. The more ambitious your goals, the more you’ll push yourself to achieve them.
Setting your financial foundation isn’t just about making money—it’s about reprogramming your mindset and knowing how to manage and protect it your funds. It’s about planning for the future, and that means thinking about your legacy. Setting up a trust is you saying, “I’m in control of my wealth, and I’m making sure it lasts for generations.”
And let’s not even get started on the peace of mind. When you know your family is taken care of, that’s one less thing weighing on you. It’s like a huge weight off your shoulders, and you can move through life knowing you’ve set the foundation for your finances.
So, what’s the next step? Get educated, sis. I’ve shared as much as I can in Setting The Foundation: Money Talk Series. Sit down with a financial advisor who understands your goals and your vision for the future. Schedule an appointment with a trust attorney. Learn about the different types of trusts (yes, there are a few options!), and pick the one that’s right for you and your family. It’s an investment in your future—and theirs. I’m no a financial expert or attorney but I do want to share what I’ve learned in hopes it’ll help change the trajectory of as many women like me, future.
Let me leave you with this: Don’t wait until you think you have enough. Don’t wait until later. Make the move now. Trusts aren’t just for rich people—they’re for women like us who want to protect what we’ve worked to build.
You got this. Now, go handle yo’ business!
Let’s chat: How are you stepping into your Wealthy Woman Mindset? Drop your thoughts below, and let’s continue this conversation!
