Florence G. Haley
Financial Services Professional & Financial Literacy Advocate
Personal Notes
After retiring, I came to an unexpected realization: I had prepared for life after work, but I had not fully prepared my family for life after me. I had spent decades building a career, caring for my family, and making important financial decisions, yet much of the information my loved ones would need was not organized or clearly communicated.
That realization inspired me to become a Certified Financial Education Instructor and establish Past to Posterity. Today, I help individuals and families. particularly those ages 35–55, take the overwhelm and uncertainty out of financial and legacy planning.
I believe financial education is not only about earning, budgeting, or saving. It is also about using what we have to create stability, protect the people we love, and prepare the next generation to move forward with greater knowledge and confidence.
Through practical education, meaningful conversations, and easy-to-use tools, I help families clarify their goals, organize essential information, and connect their vision, values, and wealth. You do not have to be wealthy to begin building a legacy. You simply need the willingness to start.
My goal is to help you take that first step, and then continue building, one informed decision at a time.
Bio
Florence G. Haley is an NFEC Certified Financial Education Instructor℠ (CFEI®), author, speaker, and founder of Past to Posterity, a legacy education and preparedness company that helps families take the overwhelm and uncertainty out of financial and legacy planning. Her work is grounded in a personal realization she experienced after retirement: she had prepared for life after work but had not fully prepared her family for life after her.
Drawing on more than 30 years of experience in human resources, organizational development, coaching, and education, Florence delivers practical, engaging programs that help individuals connect everyday financial decisions to long-term family stability. She teaches financial literacy as more than budgeting and saving—it is a tool for creating options, protecting loved ones, and preparing future generations to move forward with greater knowledge and confidence.
Florence is the author of “Black Dollar Daze”, host of the Past to Posterity podcast, and creator of educational workshops and hands-on legacy preparedness programs. She is also writing her forthcoming book, “The Progenitor’s Frame”, which explores how one person’s transformation can become a blueprint that changes the trajectory of families for generations. Her signature approach connects vision, values, and wealth, helping families organize essential information, strengthen financial habits, and have the conversations necessary to prepare before a crisis occurs.
Through her writing, speaking, and community education, Florence advances a simple but transformative message: You do not have to be wealthy to begin building a legacy—you simply have to be willing to start.
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