Legacy - Don't Play Hide The Treasure with James Woodall

Design your legacy with confidence at www.designurlegacy.com/sessions. Are you ready to shape a legacy based on your values? - When you have an affluent family member pass away, and there's no holistic legacy plan, all heck can and will break loose. But how do you know where to begin when there is a founder who has never been guided in this area and there are many blind spots that were never discussed in the course of business? Instead of playing “hide the treasure” and avoiding weekly family meetings, it's time to discover the layers of meaning behind decisions to learn each family member's ultimate truths. Better now than never. In today’s episode, Angelina Carleton speaks with James Woodall of Woodall Wealth Management, an investment advisory that allows for family stewards and family businesses to receive comprehensive financial planning. In his own personal life, James learned firsthand why proper planning would have made a difference in saving family relationships compared to spending ten years with attorneys and executors in a state of stress. intentional conversations create happy, shared legacies for all to enjoy! --- Transform overwhelming legacy planning into a fulfilling journey with our 6 or 12-month Coaching Partnership. Experience tailored guidance as you set and track your personal development metrics, ensure accountability, and collaboratively build your holistic legacy. Your path to safeguarding a meaningful future begins now. Invest in your legacy; schedule your personal coaching session today at www.designurlegacy.com! If you’re not a client yet, here’s your invitation to schedule your consultation and book your first session online today. We work with entrepreneurs of high humility and work ethic, family office executives, family business members, trustees of charitable estates and those participating in family foundations, etc. Book your session at www.designurlegacy.com. #legacycapital #emotionalcapital #humancapital #spiritualcapital #intellectualcapitalBecome a supporter of this podcast: https://www.spreaker.com/podcast/design-your-legacy-life-lessons--6631446/support.