Finance & Legacy Education
Learn core financial and legacy concepts so you can prepare thoughtfully, ask informed questions, and engage in confident conversations with licensed professionals of your choice.
“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)
At Monse-Heart, finance and legacy learning is anchored in values, caregiving awareness, and long-term preparedness rooted in faith. This education is for individuals and families who want to understand financial basics like caregiving costs, long-term planning, legacy alignment, and prioritized conversations with professionals. Whether you’re navigating caregiving costs, longterm care planning, or preparing for the next generation, our mission is to walk with you — offering clarity, compassion, and confidence every step of the way. This program provides education only. We do not offer financial, legal, tax, insurance, or investment advice, and we do not sell financial products. All implementation decisions and outcomes are your responsibility. What you learn here is meant to prepare you for thoughtful conversations with licensed professionals you choose.
Join a Finance & Legacy Learning Session
Whole-Hearted Support at Every Step
We provide structured learning tools and guided worksheets to support understanding, reflection, and preparation.
Educational Planning Tools
Structured learning tools and guided frameworks designed to help you organize information, prepare questions, and understand your options.
Finance & Legacy Education
Empowering You to Plan Thoughtfully and Prosper in Purpose, Care, and Life
“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)
At Monse-Heart, finance and legacy education is about more than money. It’s about values, caregiving awareness, and long-term preparedness rooted in faith.
Whether you’re navigating caregiving costs, thinking about long-term care, or planning for the next generation, our role is to help you understand key concepts, organize priorities, and prepare for thoughtful, confident conversations.
Our education is designed to prepare people
for meaningful, informed implementation with licensed professionals of their choosing.
Whole-Hearted Support
at Every Step
At Monse-Heart, we don’t just educate — we help you prepare with clarity, confidence, and care for the decisions you’ll make in your own time.
Education Tools & Learning Resources
Gain access to structured learning tools, guided worksheets, and thoughtfully designed resources created to support understanding, reflection, and preparation around finance, caregiving, and legacy planning.
These tools are designed to support learning and clarity — not to replace guidance from licensed professionals.
Done-With-You Support
You’re never alone in the process. Our licensed financial mentors work side by side with you to:
- Clarify your options
- Complete key paperwork
- Guide your next steps with peace of mind
It’s not just support — it’s partnership, with purpose.
Guided Support for Your Next Steps
You’re not meant to navigate this journey alone. As you move from learning into real-life application, Monse-Heart offers guided, values-centered support to help you prepare with clarity and confidence.
Our role is to support you as you think through important decisions by helping you:
- Clarify your options and understand available pathways
- Organize and prepare essential information and paperwork
- Approach next steps calmly, thoughtfully, and with peace of mind
This support focuses on education, preparation, and informed decision-making. Any financial actions or implementations are carried out by you, in collaboration with licensed professionals of your choosing.
This is not about pressure or sales — it’s about preparation, partnership, and purpose.
Thrive, Plan, and Shape Legacy
Empowering You Through Every Season
This framework helps you take thoughtful, heart-led steps at every stage of your financial journey:
Build Confidence in Your Financial Decisions
Gain Clarity on Legacy and Estate Planning
Align Your Resources with Your Mission
Thrive, Plan, and Shape Legacy
Education to Support Thoughtful
Planning Through Every Season
This removes ambiguity while
keeping warmth.
This education framework helps you understand priorities, reflect on values, and prepare for informed next steps at every stage of your financial journey:
Build confidence in your current financial picture through guided learning and reflection.
Align your resources, values, and intentions as you prepare for long-term planning decisions.
Gain clarity on legacy and estate planning concepts so you can prepare informed questions for future conversations.
Financial Education in Practice
Whether you’re navigating caregiving costs, planning for longterm care, or shaping your family’s future, Monse-Heart’s trusted financial advisors are here to help you:
Through faith-informed learning and community-centered webinars, we help individuals and families:
- Build confidence in your financial decisions
- Gain clarity on legacy and estate planning
- Align your resources with your faith and mission
Many families first connect with us through our wellness and community webinars — safe, welcoming spaces where trust is built and real wisdom is shared. But true transformation begins when learning turns into action. That’s why we invite you to take the next step:
- Sit down with your family and a licensed financial advisor
- Ask real questions about values, stewardship, and future care
- Make informed decisions that reflect your faith and long-term goals
Financial Education in Action
Whether you’re navigating caregiving costs, preparing for long-term care, or thinking ahead about your family’s future, Monse-Heart supports you through education that brings clarity and confidence.
Through faith-informed learning and community-centered webinars, we help individuals and families:
- Build confidence in understanding financial and legacy considerations
- Gain clarity around estate planning and future care conversations
- Reflect on how resources can align with values, faith, and long-term purpose
Many families first connect with Monse-Heart through our wellness and community webinars — welcoming spaces where learning happens at a thoughtful pace, trust is built, and real questions are encouraged.
True transformation begins when learning prepares you to move forward well.
That’s why we invite you to prepare for your next steps with confidence:
- Reflect with your family on priorities, values, and long-term care considerations
- Bring informed, thoughtful questions into conversations with licensed professionals of your choosing
- Move forward with decisions that align with your faith, responsibilities, and long-term goals
Monse-Heart does not provide financial advice or recommendations. Any engagement with licensed professionals occurs independently and outside of Monse-Heart.
If You’re Here, You’re Likely Ready for the Next Step
The first step toward lasting change starts now. Schedule a free consultation
with a licensed financial professional who shares your values and
understands your legacy goals.
If You’re Here, You’re Likely Ready for the Next Step
Learning brings clarity. Preparation builds confidence.
And when the time is right, informed action follows.
At Monse-Heart, we help you prepare for meaningful conversations and thoughtful next steps by grounding you in values, priorities, and understanding — so you feel ready when engaging licensed professionals of your choosing.
Whether you’re planning for care, legacy, or long-term peace of mind, the next step begins with confidence, not pressure.
Where You’ll Learn: Faith-Based Finance & Legacy Planning Webinars
At Monse-Heart, finance and legacy aren’t side topics. They’re foundational. That’s why they’re woven into both of our core webinar tracks:
- Health, Home & Healing
- Emotional Wellness & Purposeful Planning
Our webinars provide values-aligned tools that help you:
- Create living wills and establish powers of attorney
- Plan for long-term care and build emergency funds
- Manage caregiving expenses with clarity
- Build faith-centered legacy strategies for your family
These sessions are more than educational. They’re empowering, practical, and deeply personal.
Monse-Heart provides education only and does not offer financial, legal, or investment advice. Any actions taken after learning are independent and outside of Monse-Heart.
These frameworks are introduced gradually, at your pace, with guidance and support
Where You’ll Learn: Faith-Based Finance & Legacy Education Webinars
At Monse-Heart, finance and legacy are not side topics. They are foundational areas of learning, woven thoughtfully into our care-centered education.
That’s why finance and legacy education is integrated into both of our core webinar tracks:
Health, Home & Healing Emotional Wellness & Purposeful Planning
Through guided, faith-informed learning, these webinars help participants:
- Understand the purpose and role of living wills and powers of attorney
- Explore long-term care considerations and emergency preparedness
- Gain clarity around caregiving-related financial pressures
- Reflect on values, faith, and priorities related to legacy planning
These sessions are designed to support learning, reflection, and preparedness. They help you organize your thinking, ask better questions, and approach future decisions with confidence and peace of mind.
They are practical, values-aligned, and deeply personal — without pressure or persuasion.
Step One:
Build a Strong Foundation — The 6 Part Financial Needs Analysis
We begin with a personalized 6 part Financial Needs Analysis designed to help you make confident, values aligned decisions at every stage of life.
This foundational framework covers:
Step Two:
Deepen Your Strategy with a Personalized 9-Step Brokerage Assessment
Once your foundational plan is in place, it’s time to go deeper. To complement the 6-step Financial Needs Analysis, we offer a 9-step Financial Brokerage Assessment (FBA) — a values-aligned approach to building, protecting, and passing on your wealth with confidence. Each area below is supported by licensed professionals and customized to your goals:
Step One:
Build a Strong Foundation — The 6-Part Financial Needs Learning Framework
We begin with a guided 6-part Financial Needs Learning Framework designed to help you understand key financial areas, clarify priorities, and approach future decisions with confidence and intention.
This framework is educational in nature. It helps participants learn how to think through financial and legacy considerations, not make or implement decisions.
This foundational learning framework explores:
Step Two:
Deepen Your Strategy with a 9-Step Financial Learning Framework
Once your foundational plan is in place, it’s time to go deeper. To complement the 6-Part Financial Needs Analysis, we introduce a 9-Step Financial Learning Framework — a values-aligned approach designed to help you understand, organize, and prepare for meaningful financial and legacy conversations.
This framework helps you explore how different areas of your financial life work together, clarify priorities, and prepare informed questions as you consider future planning decisions.
Each area below is designed to support learning and preparedness.
Any implementation or professional support occurs independently with licensed professionals of your choosing.
Monse-Heart provides financial education only and does not offer brokerage services, financial advice, or product recommendations.
Join Our Community
Your Virtual Island to Learn, Grow, and Belong
Enter a faith-driven space for learning, connection, and real-life growth — led by mentors who walk with you. Access expert sessions on finance, caregiving, wellness, and purpose — all designed to help you thrive in every season. We believe no one should walk through life’s journey alone.
Join Our Community
Your Virtual Space to Learn, Grow, and Belong
Step into a faith-driven community created for learning, connection, and real-life growth — guided by mentors who walk alongside you through every season.
Inside our community, you’ll find access to thoughtfully designed sessions focused on finance, caregiving, wellness, and purpose. Each experience is centered on encouragement, clarity, and practical understanding to help you move forward with confidence.
This is a place to ask questions, reflect deeply, and learn in a supportive environment — without pressure or judgment.
We believe no one should walk through life’s journey alone.
DISCLAIMER
Monse-Heart offers faith-informed financial education only. We do not provide financial, legal, tax, insurance, or investment advice or recommendations for specific products. Any engagement with licensed professionals occurs independently and outside of Monse-Heart. All decisions and outcomes are solely yours.
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.
“Honor your father and your mother, that your days may be long upon the land which the Lord your God is giving you.”
— Exodus 20:12 (NKJV)
DISCLAIMER
Monse-Heart provides faith-informed financial education through webinars, coaching, and personalized learning resources. Our services are educational in nature and designed to help individuals and families better understand financial concepts, options, and planning considerations.
To support a smooth transition from education to implementation, Monse-Heart may share information about independent, licensed financial professionals and tax consultants who align with our values and approach. Any engagement with such professionals occurs independently and outside of Monse-Heart, and you are always free to work with the financial service provider of your choice.
Monse-Heart does not provide financial, investment, legal, or tax advice, nor do we make recommendations regarding specific financial products or strategies. All applications, decisions, and outcomes are made at your sole discretion.
Our role is to educate, encourage thoughtful reflection, and help you feel informed and supported as you navigate your next steps.
Why This Matters
Legacy isn’t only about the future. It’s reflected in the choices you make today, shaping a life of wisdom, purpose, and peace of mind.
“Honor your father and your mother, that your days may be long upon the land which the Lord your God is giving you.”
— Exodus 20:12 (NKJV)
Join Our Community
Become a member and start your journey toward empowered, values-aligned planning
Join Our Community
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
Start Learning with Empowered Care Webinars
Access faith-informed sessions on caregiving, financial clarity, and legacy building
Prepare for Next Steps with Confidence
Get help applying what you’ve learned and explore your family’s financial and legacy goalsLearn how to apply what you’ve learned when working with licensed professionals of your choosing
Prepare for Next Steps with Confidence
Learn how to apply what you’ve learned when working with licensed professionals of your choosing