Legacy Mentor Update

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20
22
14.6K followers

Hi everyone,

I have since scaled back on my Legacy Mentor by using a Planner Sheet it created. I find it much easier to just work with this on a daily/weekly basis.

My previous post on this:

https://my.wealthyaffiliate.com/melwaller/blog/super-prompt-legacy-mentor-ai-with-legacy-compass

Here is the Planner Sheet you can copy:

Legacy Compass & Planner Sheet

Legacy Compass – Quick Decision Filter

Use this compass daily to classify every action or decision:

āœ… Legacy-Aligned – Directly builds your financial, wisdom, impact, family, or personal legacy.

āš ļø Legacy-Neutral – No major impact on your legacy, but may support it indirectly.

āŒ Legacy-Draining – Consumes time, energy, or resources without advancing your legacy.

Rules:

• If Legacy-Aligned → Execute in the fastest, highest-impact way possible.

• If Legacy-Neutral → Delegate, schedule for later, or skip.

• If Legacy-Draining → Challenge its necessity or remove it entirely.

Daily Legacy Planner

Morning Focus: List your Top 3 Legacy Actions for the Day:

1. Business Legacy Action (āœ…/āš ļø/āŒ): ___________________________

2. Family Legacy Action (āœ…/āš ļø/āŒ): ___________________________

3. Personal Growth/Health Action (āœ…/āš ļø/āŒ): ___________________________

New Opportunity for the Week: ___________________________________

Midday Pulse: Progress Check → Off-track? Quick Adjustment: ___________________________

End-of-Day Reflection: What legacy progress did I make today? ___________________________

Legacy Archive Notes: ____________________________________________

Weekly Legacy Planner

Weekly Review Summary:

Financial Legacy: ___________________________

Wisdom Legacy: ___________________________

Impact Legacy: ___________________________

Family Legacy: ___________________________

Personal Legacy: ___________________________

Biggest Win: ___________________________

Area to Improve: ___________________________

Weekly Challenge (Stretch Goal): ___________________________

Legacy Archive Updates: ___________________________

--------------

To Our Success!

Mel Waller

20
22

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Recent Comments

22

Hi Mel, in theory, this looks great. However, at the risk of sounding like a dunce, I confess, my problem with this is in the first part, the legacy compass-quick decision filter. I often, if not usually, don't know the answer to a particular question and must find out the hard way, which is pretty much the story of my life.

I'm all about simplifying my life. As a teacher, it's one of the things I do well-simplify complicated issues/subjects etc.

Having said that, one would think a checklist like the one you're sharing would be a big help and it probably is. I'd find myself pondering and analyzing or as it's known as paralysis by analysis, before ever getting to the daily legacy planner

I admire your foresight.

Bob

2

Thanks for sharing Bob!

Mel

1

I agree. I find sheets like this also easier to just fill in and tick off.

2

Thanks for sharing Isabella!

Mel

1

I love this idea! I am going to set me up something just like this to keep me on track. Thank you for this post. What a brilliant idea. This community is so awesome. I have learned and am learning so much. Thank you Alll

3

You are most welcome Neal.

Mel

This is really cool. I should use this too because right now I am all over the place starting each day with no real direction. The only thing I know I have to do the next day is to finish what I did not finish the day before. MAC.

2

I hope it helps you MAC.

Mel

1

Soooo, Is that a Subaru Legacy or a Toyota Legacy???? I am now confused. I need to see the tail light!!! lol

1

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