1 On 1 Introductory Advisory Session

Service Description

In order to achieve your legacy -- you need support and a framework to start. Most people, though, rarely think about or even talk openly about a holistic legacy plan in taking personal agency but without clarity, there's no commitment to the design of your legacy for it to be defined, developed and executed. At Legacy Planning(c), we believe that a legacy by design will always be better for your peace of mind, happiness and satisfaction than never having made the effort - whether its for your own family or the next generations to come. Weekly consulting and advisory sessions allow the process of your holistic planning to be simple, collaborative and fun so you can be fully seen, heard and understood (in a customized coaching experience). We help you define what it is you both want, need and wish for - for the both the spirit/soul within you as well the human who wants to fulfill a bucket list or serve a cause or two in philanthropy. When there is a clear roadmap for your legacy, even through 20 minutes a day, you will be rest assured your time spent is well worth it in the ROI of a new set of goals that either uncovers or discovers your values, guiding principles and vision/mission statement(s). When you retain our services for a six or twelve month program, you'll receive a leather bound (custom with your name on it) journal to track your results, insights, and new truths so you can have a record of it to always refer to or to share with others. You will also receive a hard cover coffee table book to showcase the lessons and dreams of your life, your legacy projects of contribution and what you are most grateful so your loved ones will know you for more than your money, assets or what was left in a will. Your legacy is more than your financial and legal documents so let's make it so for your beneficiaries and the best of your heritage. Start today.

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