Letter From The Founder

Have you ever felt the daunting weight of creating a meaningful legacy? Perhaps you’re a next-gen family business member or a self-made high-net-worth entrepreneur, staring at the horizon unsure of how to navigate legacy planning. You’re not alone. At Legacy Planning, we understand how overwhelming this responsibility can be. It shouldn’t be an isolated journey, and that’s where we come in.

Our origin story began in the bustling world of commercial real estate prior to 2014. As I worked as a CRE broker, I realized that amidst the hustle, there was a significant gap in support for personal development in holistic legacy planning. In 2014, I took the leap—returning to school at the Co-Active Training Institute to immerse myself in coaching skills and techniques for a year. My mission has always been clear: to empower individuals like you to invest not just in your financial and legal legacy, but also in your emotional and relational legacy, allowing you to live fully into your core values and dreams.

We believe that you should be equipped and supported on your journey to develop a holistic legacy. Through our tailored coaching services, we collaboratively craft your aspirations and goals over a transformative journey of 6 or 12 months (or longer!). Together, we explore your values, define your vision, and navigate the power dynamics in your holistic legacy planning.

Imagine where you could be with the right support. You could confidently navigate your legacy and create a meaningful future not just for yourself, but for generations to come. That’s our impact—empowering individuals to articulate what matters most and ensuring no one feels unsupported in their legacy planning journey.

Investing in personal coaching sessions isn’t just another step; it’s the right next step to secure your future. Schedule your Discovery Session today and let’s start your journey toward a legacy characterized by love, joy, and your unique vision of what matters. Your legacy deserves this investment.