You Built Wealth... But Did You Build Peace?

Let’s get one thing straight:

Wealth is not a shield from uncertainty.

You can have six figures sitting pretty in your bank account, a trust fund with your name on it, or a portfolio packed with properties—but if there’s no plan in place, your family might still end up overwhelmed, unprotected, and confused when life takes an unexpected turn.

I’ve seen it happen too many times. People assume estate planning is only for the wealthy. But the truth? It’s for everybody—because chaos doesn’t discriminate by income bracket.

Estate planning in 2025 is having a moment.

It’s no longer just about wills and who gets Grandma’s pearls. It’s about legacy, values, and security—on your terms.

And here’s what the data shows: Despite a growing awareness of its importance, most Americans are still unprepared. Why?

Because the traditional American Dream is being rewritten.

Because financial stress is high.

Because we’ve convinced ourselves we can wait until “someday.”

Let me be blunt for a second—Procrastination is the most expensive decision you’ll ever make.

Your family shouldn’t have to decode your life, argue over your stuff, or Google “What do I do now?” while grieving.

Whether you’ve got $500 in savings or $5 million in assets—you need a plan that speaks for you when you no longer can.

And no, that doesn’t mean printing a will off Google and hoping for the best.

It means understanding your policies.

Clarifying your beneficiaries.

Documenting your digital assets.

Thinking about your kids, your pets, your people.

It means giving your family the gift of clarity when everything else feels like chaos.

This Financial Literacy Month, let’s move beyond the surface-level money tips.

Let’s normalize having the hard conversations—and turning them into action.

Because at the end of the day, estate planning isn’t just about what you leave behind.

It’s about how you protect what you’ve built, how you honor what matters, and how you show up for the people you love—with a plan.

And if no one’s ever walked you through what that plan should look like—

Hi, I’m Sharae. Let’s change that.

Turning uncertainty into clarity—one step at a time! ✨🔑