Vision, Mission & Values

Vision

We believe that there is a perfect storm brewing in the financial/estate services marketplace with multiple challenges being faced by both consumers (users) as well as heir trusted service providers particularly in finance & estate services.

We are committed to providing a personal financial/estate organizing solution to individuals & their families who are struggling to put some order to their important information & documents which can help them re-gain better focus in a busy world.

We believe LegacyTracker will benefit users in a multitude of BIG ways and that those organizations & service providers have much to gain from offering LegacyTracker to their users/clients. We think it's better than any "swag" can offer. 
(No offence intended to SWAG makers)

Mission

We believe that more empowered, informed, educated and organized clients are better clients


We empower users by putting some order to their important information & priorities 

We support the financial capability of individuals & their families, an important component of enhancing financial literacy

We enable a way for individuals & their families to safeguard against the financial risk of losing track of their hard earned (intangible property/assets/funds) ; those assets which otherwise might become part of the increasing balance of  such assets. 

We seek to facilitate important family discussions that are too-often delayed
We promote emergency preparedness by ensuring that important information which is critical torecovery is available when needed.

Core Values that drive us 

Provide Meaningful value

Offer ongoing meaningful value to clients/partners/end users to create win/win/win relationships.  (Make a BIG difference)

Accountable/Responsive

Listen, respond & deliver what was promised when promised. Collaborate for success Accountable for all actions and results of those action

Innovate with Integrity

Do the right thing all of the time with honesty and clarity. Show proactive initiative always.Have faith/Good results should follow 

Inform/Educate
Share knowledge & facilitate financial learning generously and always.Educate end users which will benefit everyone

Be Passionate

We believe in what we are doing. Demonstrate it and foster 


Be kind

Because generally, the world needs more kindness

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