Welcome
VIP Experience Resources
These transformative resources are reserved for participants in the VIP Rise & Reclaim Experience. To access editable versions of our proprietary tools, please apply to join this high-touch, life-changing program.
Wealth Reclaimed Resources
Category 1: Clarity & Emotional Stewardship Tools
These tools are designed to help you honor your emotional journey, clarify what’s yours to carry, and create space for healing, boundaries, and aligned decision-making. They support inner clarity, emotional resilience, and values-based communication as you navigate life transitions.
✨"What's Mine to Carry” Worksheet
Use this What's Mine to Carry Worksheet as a guided reflection to identify what responsibilities, expectations, or burdens you’ve been holding—and reclaim your space, peace, and power.
✨Money Boundaries & Communication Scripts
✨Vision & Values Worksheet
Category 2: Accountability & Forward Momentum Tools
Built to support your progress, these resources provide structure, reflection, and a network of curated support so you can implement your plan with confidence and consistency. They help you stay aligned with your goals and supported by a trusted circle.
✨Debt Recovery Worksheet ← NEW
Use this Debt Recovery Worksheet to clearly assess and actively plan your approach to becoming debt-free.
✨Monthly Accountability Tracker
✨Professional Referrals Resource List
Keep a Professional Referrals Resource List of trusted professionals you may want to reach out to for specialized support. These individuals can help provide clarity, legal guidance, tax planning, and emotional support as needed.
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The Longevity Financial Group and Vanderbilt Financial Group are separate and unaffiliated entities.
Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates.
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Advisory Services offered through Vanderbilt Advisory Services
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