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Designing Your Legacy Core Plan - 6 Mo's

Identity, beliefs, values and guiding principles for your holistic legacy planning.

  • 50 hours
  • 50,000 US dollars
  • West Olympic Boulevard

Service Description

Our ideal client is an owner, investor or entrepreneur worth between $5m-$100m who is interested in creating a personal legacy beyond their assets, family business and/or financial portfolio. We cover three (3) areas in a daily accountability checklist/worksheet framework as well as weekly advisory sessions (2 hours) over 26 weeks leaning into the co-active coaching methodology where the client stays in control. We incorporate learning tools such balance, fulfillment and process coaching to help you define, develop and execute your personalized legacy plan that will serve as your foundational set of documents going forward. We advise on: 1.) Defining your personal legacy that incorporates your principles and what is most important in a bigger vision that serves both your values and others in social contribution; how will your holistic legacy plan bring more freedom, fulfillment and satisfaction to you in taking agency?; 2.) Developing your legacy plan step by step through weekly video sessions to talk through challenges for a consistent and rigorous reflection for your inner self's development - are you lead by fearful reactions or by your core values in creating what is possible? 3.) Executing your ideas and new goals on a weekly basis where we review and take an inventory because good intentions aren't enough. We start with your beliefs around reputation and money and then, how you were conditioned to see your legacy if you need to "break patterns". We get curious what and how you would like to contribute and to whom. Your giving may address the many problems in the world or those whom are less fortunate in resources such as education? What are your beliefs around taking risks, even around the complex topic of worth, when others are watching you in admirable and critical ways? Just as a mapmaker can metaphorically begin with existing beliefs, our weekly sessions bring new awareness as to your next steps in venturing forward! What adventures are you ready to take on and who would you like to invite on your journey of intentional legacy creation? While maps may be fixed in terms of geography, we can also be mapmakers with your life's legacy as in crafting future goals, culture, relational dynamics, and what you would like to design into your purpose. A trusted advisor is your guide for encouragement, articulation of honest feedback as well as accountability! Don't wait, the time is now to commit and achieve your best legacy.

Contact Details

  • 9190 West Olympic Boulevard, Beverly Hills, CA, USA


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