Is Your Legacy Plan Struggling To Get Written?

(Even If You Are The First In Your Family To Take The Lead ...)

Most people don’t plan to leave behind questions or a big empty void but most of us weren't encouraged to visualize decades out.

Yes, there's saving for the rainy day but what about what it would look like to create space for your values years out?

Yet, we can think that others can read our minds (they will just know!) or that intentions are good enough.

But what if you wrote your holistic legacy plan down—not because of fear but to proactive frame out your future?

Another weekend, another month on the calendar and if even we don't want time to slip through out hands,
answering these questions would allow us to sleep better at night.  Legal and financial documents are a start but ...
 

Your life's legacy means something, if not to you then to the ones who rely upon and look up to you. Even if you are single, as half of America is single, your voice and vision still matters - you don't have to have children to be interested in designing your legacy.

Your life's meaning and connection to this world is more than net worth or your work. Yet, we don't talk about this enough.

How do you define legacy?

Imagine if you were asked that the next time you picked up your cup of coffee at your local cafe.

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Does your legacy live on in the people you influence, the values you embody, and the moments that become stories for future generations? Our mission is simple but profound: help you cross regret off your list by designing your holistic legacy sooner than later—a legacy plan that aligns your wealth, wisdom, and values. For some family businesses, their legacy starts with a family constitution, governance documents and other paperwork but we all know that challenges come with money, life and relationships. That's why marrying coaching with your legacy vision makes the development of your vision a reality, because your vision will get tested. Feelings come up, yours and others, in either wanting to give up, give in or become frozen from the overwhelm of life's challenges.
 

Born from the insight that traditional estate and financial planning only scratches the surface, our coaching was founded to go deeper. With weekly debriefs (coaching sessions), there's a space to speak about those challenges, find new answers, and further discover internal resourcefulness.

We’re not just coaches. We’re partners in your seeing the fruition of your legacy vision—blending strategic advisory with co-active coaching for the ongoing reflection to ensure every area of your life is lived with you being in choice, not a life left to chance.
 

Whether you’re an entrepreneur shaping your life after a business sale or succession, a family steward seeking harmony across generations, or someone standing at the crossroads of success and contribution, Legacy Planning(c)(TM) coaches you to create a life and a holistic legacy that feels complete—now and far into the future as your imagination allows you to visualize.
 

We help you uncover what matters, no matter the pressure or expectations.

We help you give it form, function, and future.

Because the best time to design your legacy isn’t someday. It’s today.

Legacy Planning.
Cross regret off your list. Design your holistic legacy.

You want to do the right thing but ...