9190 W. Olympic Blvd. #368, Beverly Hills, California, Ph: (310) 433-1051, info@angelinacarleton.com             © 2019 by Legacy Planning

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Why do clients retain Legacy Planning in an advisory role?

These individuals seek a life legacy and are confronted with barriers on their path to this execution:

  1. Frustration: They start with seeking a specific purpose and hold a vision that they would like to complete in the next year; The pain point may be that they do not have a confidante that supports their thoughts.  They want the time and space to talk and receive concise, targeted feedback.  

  2. Curiosity: They want to explore giving back and they seek a neutral sounding board;

  3. Anxiety: They are considering and weighing financial risk to make the best decisions and seek another opinion;

  4. Worried: They want to become more confident in their belief that they can actually meet their goals and their goals are within their reach.  Associates and peers in society can expect perfection and rarely do we accept imperfection.  This competition can drive stress and if there is a space for a moment that does not require flawless performance, there won't be a fear of failure to reach for new goals. 

  5. Fear: They want to develop their strengths.  Fear tends to be the # 1 reason that stops or slows people from taking action.  While we can nonchalantly state that fear stands for "false evidence appearing real", fear can impact anyone at any age or education level.  No one appears to get a pass from wrestling with the spirit of fear as they make their next moves forward.

  6. Need For Joy: To connect or reconnect with what makes them happy: we can presume that people know how to be happy, as well as know how to be loved, and yet ... they can go years and decades before making happiness or love a life priority to enjoy.  Just because someone looks like they have it all together on the outside does not mean that they are living with a feeling of fulfillment on the inside.  In fact, the more successful a person is on the outside by social standards, the more their public mask can hide an ocean of personal truths, feelings and their reality under the surface.  To find emotional alignment again (or for the first time) around authentic happiness, the more they feel like they are in charge again and can give to others compared to hide.

  7. Accountability: To focus more on their personal progress and transformation with an outside party witnessing their growth and holding them accountable; while some business advisors focus on companies and brands, clients retain this firm's services to develop themselves.  Whether a client works at a company or runs a company, individuals are the faces and energy that contribute to both their immediate circle as well as society at large.

  8. Support: To overcome roadblocks, problems and challenges through reframing; to meet challenges head on requires both learning as well as courage.  Adult learning tends to move through four stages, also known as the four stages of competence.  Commitment to follow through relies on patience as a foundation.  Coaching is known as the business of human transformation and results can take time in forming new beliefs, behaviors, habits and mindset.  Change can be exciting for some people but for most, change can be initially met with anxiety in our need for certainty. 

  9. Vulnerability: To find a secure non-threatening environment to let their guard down and find clarity to be fully seen and heard.

  10. Other motivating emotions include worry, overwhelm, excitement, guilt (regret), a need to find or rest in peace, etc. A blog post that discusses the personal areas of motivation can be found here

There's a great quote by Brene Brown that reads "Feedback is a function of respect; when you don't have honest conversations with us about our strengths and our opportunities for growth, we question our contributions and your commitment."

What makes Legacy Planning globally unique?

Bloomberg reports that the median age of wealthy individuals has dropped to forty-seven (47).  Some of these individuals appear to be more conscious about their impact and their ability to make changes for a better world. 


I have noticed few advisors focus on developing a client’s emotional intelligence regarding their positive goals, while the technical aspects are well covered by CPA's, attorney's, etc.  I have chatted with fellow advisors who focus on behavioral health issues as well as generational wealth transfer strategies, but there appears to be a void specific to exploring and reflecting on one’s inner emotional life or the value of an altruistic vision for the long term.


For example, Charlotte Casiraghi invested in starting a think tank and updated the philosophy programs throughout European Universities.  Who helped her initially and in the development process?  Did she have a coach or advisor who encouraged her to be in service to others?  And whom could she talk when she met with obstacles or roadblocks?  Who do you turn to? 

What makes us unique is the focus on the emotional needs during the human journey, inner growth and intentional contribution.  As one invests in "how" and "why" they choose to be in service to others, we guide their transformation in both forwarding their actions as well as deepening their learning.