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Each week on “I’m a Millionaire, So Now What?”, Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities, delivers inspirational stories and practical advice to self-made millionaires and wealthy families. With a focus on financial planning and wealth management strategies, Colleen and her guests cover the critical issues that truly matter to you, including succession strategies, family business governance tips, how to cope with fundraiser fatigue, finding your purpose after losing your family business, and much more.

Nov 12, 2019

Kristen Heaney is a Wealth Legacy Coach and Consultant with Legacy Capitals, where she serves financially successful families and their advisors. Kristin is the author of In Three Generations: A Story About Family, Wealth, and Beating the Odds, a fictional family leadership story. She has a passion for helping wealthy families, influenced by her own experience of becoming an unprepared inheritor at an early age. Kristen has a Master’s degree in Social Work from the University of Michigan and has a Board Certified Coaching credential and Family Wealth Advising certificate from the Family Firm Institute.

 

Kristen joins me today to share how to prepare a lasting legacy through conversation on capital values, such as wealth, human, and spiritual values. She reveals the motivation behind writing the book with a fictitious story that demonstrates the conversations we need to have with family, on wealth and values. Kristen also shares how each chapter raises reflective questions and the help and resources available at Legacy Capitals.

 

 

“There is a lot of conversation to have, much of it having nothing to do with figures, such as the values and purpose about what this wealth should accomplish.” - Kristen Heaney

 

 

 

Today on I’m A Millionaire...So, Now What:

 

  • The motivation behind writing a book on family and wealth
  • Unexpectedly inheriting wealth at an early age
  • Conversations around family values and wealth
  • Assessing financial worth alongside human and spiritual capital
  • Why you should spend time considering your family vision of the future
  • The reflective questions raised in the book
  • Resources at Legacy Capitals for individual wealth creators and wealth advisors

 

 

Kristen Heaney’s Fun Frank Advice for Self-Made Millionaires & Wealthy Families:

 

  • Watch for the force of sacred serendipity in your life. Keep your heart, eyes, and souls open because life is trying to teach us something.

 

 

Connect with Kristen Heaney:

 

 

 

 

 

Book Your Prosperity Discovery Session Today!

 

Are you ready to double your net worth? Ready to create your roadmap to riches or get your financial life back on track? Join me for a Prosperity Discovery Session today! Let’s unlock your roadmap to riches so you can begin to live your life to the fullest. To book your Prosperity Discovery Session, email me at colleen.campbell@rbc.com to request a free questionnaire and let’s begin your roadmap to riches now!

 

Spots are limited, so book your Prosperity Discovery Session today!

 

 

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