Finance & Legacy
Empowering You to Plan, Prosper, and Lead with Purpose
At Monse-Heart, we equip families, caregivers, and professionals with faith-informed tools to navigate financial decisions, prepare for life transitions, and build a legacy rooted in values.
Thrive in the Present → Prepare for the What-Ifs → Build a Handpicked Legacy
Whether you’re managing caregiving costs, planning for long-term care, or shaping your family’s future, our trusted financial advisors can help you:
» Build confidence in your financial decisions
» Gain clarity on legacy and estate planning
» Align your resources with your mission
Financial Education in Action
Most families meet Monse-Heart through our wellness and community webinars — safe, supportive spaces where trust is built and wisdom is shared.
But true transformation happens when learning leads to action.
That’s why we invite you to go deeper:
🏠 Sit down with your family and a licensed financial advisor
💬 Ask real questions about values, stewardship, and future care
✍️ Make informed decisions that reflect both your faith and your vision for the future
If You’re Here, You’re Likely Ready for the Next Step
If you’ve landed on this page, chances are you’re ready to move from information to implementation.
Fill out the form below to schedule a free consultation with a licensed financial professional who aligns with your goals, values, and legacy plans.
Where You'll Learn: Faith-Based Finance
& Legacy Planning Webinars
Premium Healthcare Webinars
Finance and legacy aren’t just side topics — they’re essential to your care journey.
That’s why we’ve embedded them into both of our core premium webinar tracks:
» Health, Home & Healing
» Emotional Wellness & Purposeful Planning
Each session equips you with values-aligned tools for:
📝 Living wills & power of attorney
🛡️ Long-term care insurance & emergency funds
💵 Managing caregiving costs
🧬 Family-centered legacy strategies rooted in faith
Whether you’re facing immediate decisions or preparing for the future, these webinars help you plan with clarity, peace, and purpose.
Monthly Member Webinars: Real Talk, Real Tools
Each month, Monse-Heart hosts private member-only webinars led by trusted professionals and mentors. These are not previews or sales pitches — they’re real, faith-aligned conversations.
Topics include:
» Faith-Based Finance & Budgeting
» Legacy & Estate Planning
» Caregiving Costs & Family Preparedness
» Emotional Wellness & Stress Management
» Chronic Illness & In-Home Care
» Life Purpose, Calling & Personal Growth
» Digital Media, Language & Communication Tools
Whether you’re a parent, caregiver, or professional — these mentor-led sessions give you the tools, wisdom, and community support to walk forward with confidence.
Why This Matters
Legacy isn’t just about what you leave behind.
It’s the life you shape now — with wisdom, purpose, and peace of mind.
“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)
Join as a Member
Become a member and start your journey toward empowered, values-aligned planning.
Start Learning with Empowered Care Webinars
Access faith-informed sessions on caregiving, financial clarity, and legacy building.
Connect with a Licensed Financial Professional
Get help applying what you’ve learned and explore your family’s financial and legacy goals