Build & Protect Your Legacy Strategy
Your Build & Protect Your Legacy Strategy Session
Service Description
Your wealth deserves more than just growth. It deserves protection and purpose. In this 90-minute session with Coach Lola Owokoniran (CFEI), you’ll gain clarity on where you stand financially, uncover gaps in your plan, and receive practical strategies to protect what you’ve built. Together, we’ll cover essentials like powers of attorney, life insurance, long-term care, and simple steps to secure your estate, so your money works for you and your family now and for generations to come. You’ll leave the session with confidence, an actionable legacy plan, and peace of mind knowing your wealth is aligned with your mission. This is more than financial planning...it’s about building wisely, protecting early, and thriving later. Book your session today and take the first step toward safeguarding your family and your legacy.
Cancellation Policy
We understand that plans can change. If you need to cancel or reschedule your session, please notify us at least 24 hours to avoid fees. - Cancellations made within 24 hours of the scheduled session will incur a 50% cancellation fee. - No-shows or cancellations made within 2 hours of the session will be charged the full session fee. Thank you for your understanding and cooperation.
Contact Details
(470)939-5943
info@iminiwealth.com
831 Auburn Rd, Dacula, GA, USA