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7: Creating an Estate Plan to Turn a Business into a 3 Generation Legacy with Maya Elious
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If you’re like most of the business owner’s we work with, you’re so used to thinking no more than a quarter in advance in your business and life and haven’t gotten the chance to step out of the weeds of the day-to-day to have a bird’s eye view of your financial future.
You think you don’t make enough to think about a legacy yet or that it’s better to reinvest everything back into the business.
But there’s a lot more to wealth than just making the money — what do you do with what you’ve built?
Today on the podcast, a long time client turned friend, Maya Elious shares exactly how she started thinking about creating a legacy for 3 generations in her family and how she brought her parents along in the process where they all created estate plans. She’s now a trust fund baby and embodying her true rich auntie energy.
02:18 — Creating an estate plan to care for 3 generations so the business becomes a true legacy
06:08 — How growing up in a "you have everything you need" household shaped how Maya wanted to create and protect her own wealth
10:25 — When Maya started to prioritize legacy goals and how she defined what that would look like for her
15:04 — Having the realization that protecting your wealth is just as important as building it
16:32 — Why starting small is how you'll make your business the vehicle to build your legacy
22:34 — What an estate plan entails and why everyone should have one regardless of your net worth
“It's the overthinking and the ego of not wanting to start small that can hold us back from building wealth. So if you can shift your mindset into "it's not that hard and I can start small to create something big, you're going to see a lot of success when it comes to our wealth building journey.”
👋 CONNECT WITH MAYA ELIOUS (SHE/HER)
Maya Elious is an award-winning business coach, personal branding strategist, and the go-to expert when it comes to clarifying your message and attracting high-end clients.
She currently leads a team of brilliant women as the CEO of Built To Impact, a coaching and consulting company that teaches overlooked experts how to build a profitable online business in their zone of genius.
Through her programs and live events, she’s helped thousands of clients and customers get clear on their message, launch high-end services, and build six-figure businesses.
www.mayaelious.com/
🎉Enter the Harmonious Wealth Hour Giveaway!
3 people will win a 1:1 Harmonious Wealth Hour call where we will identify your biggest financial goal for the next 12 months and create a plan for you to achieve it!
- Subscribe to Harmonious Wealth on YouTube and your favorite podcast app
- Leave a review on Apple Podcasts
- Take a screenshot of the review and submit in the Review Form here so we can email you if you win
You have until Thursday, April 25th to enter and we'll select three winners, who will be notified by email!
💸Register for the Free Webinar: Your Revenue Goals Don't Matter If You Don't Have the Lifestyle and Legacy Plan to Show for It
lovelyfinancials.com/openhouse
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