The Headstart Is Your Headstart

The greater the wealth, the greater the responsibility.
Get connected with our consulting services today. Start a
discussion around your core values and vision. Let’s define
what a Legacy means to you and how we can achieve it.

Access to the best resources does not mean that you will have
the best advisor to keep you on track with your legacy.

It's true -- just because shareholders or family members want your legacy to go in a certain direction does not mean that will bring you the legacy you desire.  With the "Design Your Legacy" alliance, you will reach your personal goals as you receive custom feedback for your lasting impact.


Explore more ideas than you ever thought possible through our co-active coaching model and alliance.

Our coaching connects you with your heart so you can impart your core values through your legacy plan.


Legacy Planning was founded in 2014 and has now held more than 800+ online sessions with entrepreneurs across multiple time zones.  Become a client now to instantly begin leveraging our customized coaching support.


*Financial access to the best resources means that you will have

the best opportunity to retain a consultant that keeps you on track.

Receive The Support

We are the only firm we know of that combines who you are as a professional with your guiding principles to include aspects of your soul and spirit.

We understand your soul and spirit is a third of who you are.

Target Strategic Alliances

We understand your frustration when it comes to finding alliances who say they will do what they promised. You need to find “doer’s” compared to “talkers” as key alliances in your network can understand you and the value of cooperation compared to the fear of leaving the status quo or scarcity thinking. How can you rise above the obstacles so that you can find new solutions, week after week?

Hardbound Coffee Table Book

We are the only ones who have your personal interests at heart, in helping you get to your legacy destination. Time to leave something of a manual behind for future generations that explain the nuances of your journey as it was not built overnight.

3 Reasons to Become A Client Today

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At Legacy Planning(c), we utilize the Co-Active Training Model as I completed the Fundamentals, Certification and Executive Coaching Programs in 2014.

To read the white paper on why coaching is effective with your creativity, click on the image to the right for instant access.
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We look forward to working with you!

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"The bad news is time flies.

The good news is you've

the pilot."

-Michael Altshuler