The Financial Truth Most Never Learn
You Don’t Need More Income
You Need Strategy, Stewardship, and Protection.
The truth is, most of us weren’t taught how money really works.
We were trained to work for it, not build it, multiply it, or protect it.
At Shift Ready Legacy™, we’re on a mission to break that cycle.
We provide faith-based financial education and services that help everyday people
and Kingdom entrepreneurs build wealth, get financially free, and create a legacy that lasts.
This isn’t about chasing riches. It’s about stewarding what God gave you wisely.
“Master Your Money, Protect Your Legacy”
With Faith-based Financial Education + Strategic Solutions
Who This Is For
Our finance pillar is for:
Individuals who want to break the paycheck-to-paycheck cycle
Parents and families that are ready to protect their children’s future
Entrepreneurs looking to build and secure long-term wealth
Ministries, churches, and organizations ready to educate their people financially
Whether you’re rebuilding from scratch or ready to level up, we’ve got you.
✅ Step 2:
Attend the Real Secrets of
Money™ Workshop
Learn the foundational principles
Behind how money works,
and how to make it work for you.
✅ Step 3:
Join the Wealth Movement
Get access to ongoing financial education, free tools, and our Winners Circle™ community.
What Makes Our Approach Different
We don’t just help you get a policy or open an account.
We help you:
Understand why wealth is spiritual
Build a financial system rooted in legacy
Protect your income with a smart strategy
Shift your relationship with money from fear to faith
Money isn’t your master, it’s your mission tool.
Financial Services We Offer
🛡
Income Protection & Life Insurance
We help you protect your family and future with policies that build cash value, not just cover death.
Includes:
Indexed Universal Life (IUL)
Term Life Insurance
Permanent Life Insurance
Legacy & Wealth Transfer Planning
📈
Wealth Building + Retirement Planning
It’s not enough to earn, you need to multiply. We help you develop a plan for long-term wealth that outlives you.
Includes:
Investment-linked Strategies
IUL-based Retirement Savings
Education + College Planning Options
Tax-deferred Free Growth Strategies
💳
Debt Elimination & Budget Strategy
We help you create a money system that works, so you’re not working just for money.
Includes:
Personal Cashflow Planning
Savings System Setup
Credit Education
Money Mindset coaching
🧾
Estate Planning +
Financial Literacy Workshops
If something happened to you today, would your family be prepared? We walk you through essential steps to protect your estate, assign guardianship, and plan with clarity.
Also available:
Church, School, or Business Workshops
Community Wealth Education Sessions
Employee Financial Wellness Programs
