Vision Planner
Let’s define what matters, align your resources, and then, take action
YOUR WEALTH VISION PLANNER
Building a Legacy Across Every Dimension of Wealth
Wealth is more than financial assets. The legacy you leave is shaped by four interconnected pillars:
Financial Capital, Human Capital, Social Capital, and Intellectual Capital.
This planner will help you define what matters, align your resources, and take action so your wealth supports the life you envision for yourself and the people you care about.
START WITH YOUR VISION
Before diving into each pillar, take a moment to define what wealth means to you.
1.What does a meaningful life and legacy look like to you?
2.Who are the people you want your wealth to impact?
3.What values do you want to carry forward?
PILLAR 1: FINANCIAL CAPITAL
What do you have?
This includes your assets, income, investments, and financial structures that support your life and legacy.
Take Inventory Income sources
• Savings & in vestments:
• Real estate & business interests:
• Insuranc e & protection strategies:
• Estate plans (wills, trusts, beneficiaries):
Reflect
Do your financial resources align with your long-term goals? o Yes o No
Are you prepared for major life transitions (retirement, succession, inheritance)? o Yes o No
Have you clearly documented how assets should be distributed? o Yes o No
Action Steps
o Consolidate and organize financial accounts
o Review investment strategy
o Update estate documents
o Define wealth transfer goals
PILLAR 2: HUMAN CAPITAL
Who you are and who you’re developing?
This includes your skills, health, mindset, and the people in your family. Assess
Personal strengths and capabilities
• Career/business trajectory:
• Health and wellness priorities:
• Family dynamics and readiness
Reflect
Are you investing in your own growth and well-being? o Yes o No
Are family members prepared to manage or inherit wealth? o Yes o No
Are you having meaningful conversations about money and responsibility? o Yes o No
Action Steps
o Set personal development goals
o Create a family education plan (financial literacy, leadership)
o Schedule family discussions about values and legacy
o Prioritize health and longevity planning
PILLAR 3: FINANCIAL CAPITAL
Your relationships and impact
This includes your networks, community involvement, and the causes you support..
Map Your Network
• Key personal relationships:
• Pro fessional network:
• Community in volvement:
• Philanthropic in terests:
Reflect
Are your relationships aligned with your values and goals? o Yes o No
How do you want to be remembered in your community? o Yes o No
Are you intentional about giving and impact? o Yes o No
Action Steps
o Strengthen key relationships
o Define a giving strategy (charitable, family, community)
o Engage in mentorship or leadership roles
o Document your philanthropic vision
PILLAR 4: INTELLECTUAL CAPITAL
What you know and what you pass on
This includes your knowledge, experiences, values, and wisdom.
Capture Your Knowledge
• Life lessons and guiding principles:
• Financial philosophies:
• Business or career insights:
• Family traditions and stories:
Reflect What lessons do you want future generations to carry forward?
Have you documented your intentions and values?
Are you actively sharing your knowledge?
Action Steps
o Write a legacy letter or family mission statement
o Document key financial and life principles
o Create a plan to mentor the next generation
o Record personal or family stories
1.Where are you strongest today? (Financial, Human, Social, Intellectual)
2.Where are the biggest gaps?
3.What are your top 3 priorities for the next 12 months? 1. 2. 3. Your Legacy Statement
In one or two sentences, define the legacy you want to leave: “I want my wealth to…”