Section 4: Safeguard Your Legacy and Elevating Others
“A good man leaves an inheritance to his children’s children, but the wealth of the sinner is stored up for the righteous.”
Proverbs 13:22 NKJV
Preparing for your future isn’t just wise—it’s an act of love. Just as airline safety advises,
“Secure your own oxygen mask before assisting others,”
financial stability starts with caring for yourself, so you’re equipped to care for others. If you’re not financially secure, your ability to support those who depend on you may be limited.
Becoming financially free is one of the most powerful gifts you can offer your children and those around you. It models responsibility, offers protection, and creates a ripple effect of blessing that can span generations.
Steward well. Build wisely. Leave a legacy that lasts.
Use the worksheets attached below to review your Legacy Planning documents. Attach it to your Annual Financial Checkup workbook for future reference.
Downloadable Worksheets
Section 4 Annual Financial Checkup Bundle
This includes all the worksheets for Section 4, including the Chapter Title page, in a single, easy-to-use PDF download.
Section 4 Chapter Title Page
Keep your workbook neatly organized and easy to navigate with this Section Title Page. This is also included in the Annual Financial Worksheets bundle.
LEGACY PLANNING REVIEW CHECKLIST Worksheet
This worksheet is also included in the Annual Financial Checkup Section 4 bundle.