What you will learn in this video

• ✓Understand the purpose of the Treasure Tool and its role in Personal Readiness planning.
• ✓Learn how to align financial contributions and charitable giving with personal values and priorities.
• ✓Discover how to identify the people, groups, and causes owners want to support financially.
• ✓Understand how to use the Treasure Tool worksheet to organize giving commitments and incorporate them into a broader Second Wave Life plan.

About this video

This lesson introduces the Treasure Tool and helps advisors guide business owners in making intentional decisions about their financial resources after an exit. You'll learn how to connect giving with personal values, identify meaningful causes, establish financial commitments, and incorporate Treasure into a holistic Personal Readiness plan.