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Next Generation Legacy Planning

Our team offers our clients and their loved ones consultative information on the basics of saving and investing, budgeting, liability management and proper utilization of employee benefits supported by financial education and family governance. Our ultimate goal is to strengthen the well-being of your family tree by empowering your young loved ones to make wise choices about their financial future.

How We Serve You

According to a recent 2015 study from Accenture, an unprecedented $30 trillion in financial and non-financial assets will be passed down from Baby Boomers to Generation X to Millennials over the next 30 to 40 years. While wealth transfer strategies are crucial, financial and investment education for the next generation is an equally critical component of helping to preserve a family’s legacy and values.

· Financial Literacy Education
· Employer Benefit Guidance
· Wealth Transfer Preparation
· Personal Financial Review
· Direction Around Budgeting and Cash Flow Planning
· Liability Management: Understanding Bad vs. Good Debt

Sarian Next Gen Graphic

I. Children

- Introductory Education
- Concepts of Money
- Needs vs. Wants
- Conversation Guides
- Financial Kit

II. Youth

- Financial Literacy Presentation
- Basics of Budgeting
- Career Development
- Learning Resources
- Give, Spend, Save
- Choosing a Bank
- College Celebration Kit

III. Young Adults

- Budget Worksheet
- Spending Portal
- Establishing Credit
- Determining Goals
- Income Generation
- Risk Assessment
- Retirement Saving
- Employer Benefits

IV. Emerging Affluent

-Spending & Budgeting
- Debt Pay Down Strategies
- Asset Allocation
- Insurance Planning
- Tax Planning
- Retirement Planning
- Educational Funding
- Credit Card Analysis
- Family Meeting Offering
- Wealth Transfer Preparation


Learn More About Sarian Strategic Partners

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