January 11, 2025Lake Alfred, FLLegacy Workshops
A room full of fresh starts
Thirty-four adults walked into our community room on a Saturday morning and walked out with a written one-year plan for their family's stability.
We covered three frameworks:
- The Three-Bucket Goal method (now / next / next year)
- Mapping money milestones to family milestones
- Accountability circles — the small group of people who will text you in March when life gets in the way
Six months later
We checked back in with attendees in July. 23 of 34 were still actively tracking the goals they wrote that morning. Eleven had hit their first major milestone.
I came in wanting to try. I left knowing exactly what to do next. — Workshop attendee, age 38