At Crest Financial, we believe that true wealth isn’t just about what you accumulate—it’s about what you pass on. That’s why we offer specialized Intergenerational Wealth Coaching designed to prepare your children, grandchildren, and future heirs to receive, manage, and grow the legacy you’ve worked so hard to build.
We understand that many families spend decades growing wealth, only to see it diminish in the hands of unprepared heirs. Our approach helps close that gap by empowering younger generations with the financial knowledge, confidence, and mindset they need to be responsible stewards of family wealth.
Financial Literacy for Teens and Young Adults
We offer age-appropriate financial literacy programs that introduce essential money skills to teens and young adults. Topics include:
- Understanding budgeting and saving
- Smart spending habits
- The basics of investing
- Credit management and debt awareness
- Long-term financial goal setting
These sessions aren’t just educational—they’re designed to spark curiosity and responsibility at a young age, laying the groundwork for a lifetime of wise financial decisions.
Heirs Preparedness Programs
Receiving wealth can be overwhelming if you’re not ready for it. Our Heirs Preparedness Programs are designed to help your successors:
- Understand the purpose and structure of your estate plan
- Learn how to manage inherited assets with care and clarity
- Navigate taxes, trusts, insurance, and investment decisions
- Cultivate the mindset needed to protect and grow generational wealth
We work one-on-one or in family settings to ensure your heirs are equipped with both the technical knowledge and emotional readiness to carry forward your legacy with integrity.
Multi-Generational Wealth Workshops
We facilitate custom family wealth workshops that bring multiple generations together to align around shared values, legacy goals, and long-term planning. These workshops are designed to:
- Encourage open communication about money
- Bridge generational financial expectations
- Foster unity and shared purpose around wealth management
- Address concerns like business succession, family governance, and charitable giving
Whether you’re looking to avoid conflict, strengthen trust, or simply ensure everyone is on the same page, our family-centered approach creates a safe and strategic space to do just that.
At Crest Financial, we’re not just preparing portfolios—we’re preparing people. Through personalized coaching and guided family education, we help you ensure that your wealth continues to thrive through generations, not just survive them.