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
Take a quiet moment to reflect and complete this Vision & Values Worksheet. Your financial journey should be rooted in clarity, purpose, and conviction. Capture your thoughts below—there are no wrong answers, only stepping stones toward your empowered future.
✨The “New Chapter” Money Mantras Deck
The “New Chapter” Money Mantras Deck provides gentle reminders that financial growth is not just about numbers, but about mindset and self-worth.
✨Life Transition Map
The Life Transition Map provides a high-touch, emotionally attuned guidance for women experiencing life shifts—helping them visually organize their thoughts, financial realities, and next steps in one graceful, grounded resource.
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
Take control of your finances with our Monthly Cash Flow + Spending Plan—designed to help you track income, organize fixed vs. variable expenses, and reflect on spending habits with intention. Includes a monthly surplus/deficit tracker and lifestyle prompts to align your money with your values.
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✨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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Business Reclaimed Resources
First Category
Profit Clarity Worksheet
The Profit Clarity Worksheet is designed for clients of The Longevity Financial Group to explore the true story behind their business profits—helping them see clearly, reclaim control, and prepare for their next chapter with confidence.
Burnout Recovery Checklist
Feeling misaligned or depleted in your business? This guided checklist helps women business owners reflect, reset, and reclaim their energy and clarity. Complete it online, print for later, or submit it to begin your personalized support journey through our Business Reclaimed pathway.
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Retired Empowered Resources
Planning Essentials
These tools help you get grounded in the facts—your income, your estate plan, and the foundational pieces of a confident retirement strategy.
Retirement Income Checklist
Use this checklist to understand how your income streams align with your lifestyle goals—and where adjustments might bring greater peace of mind.
Estate Planning 101 Guide
A clear, beginner-friendly guide to the legal documents every woman should understand—wills, trusts, powers of attorney, and more.
Legacy Tools
These resources guide you in expressing what numbers alone can’t capture—your values, your story, and your hopes for the future.
Legacy Letter Template
Begin writing what matters most. This template helps you share your intentions, beliefs, and wisdom with the people and causes you care about.
Legacy Conversation Guide
Use these thoughtful prompts to help you open meaningful dialogue with loved ones about your future, your wishes, and your legacy.
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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.
Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB.
Advisory Services offered through Vanderbilt Advisory Services
For additional information on services, disclosures, fees, and conflicts of interest, please
visitwww.vanderbiltfg.com/disclosures