Discovery Session - 90 Minutes

Service Description

Dear Visionary, You’ve built success—measurable, visible, and hard-earned. But now you’re asking deeper questions: What does it all mean? What truly endures beyond the balance sheet? The 90-minute Legacy Discovery Session is a bespoke, high-touch experience designed to help you clarify your values, align your influence, and take the first strategic step towards a holistic legacy—one that reflects not just what you’ve built, but "who you are". This is not financial planning. It’s purpose refinement. Included in your session: 1. A pre-session Legacy Workbook to unlock clarity before we meet; 2. A personalized 90-minute coaching call to explore your story, vision, etc; 3. A custom PDF summary with key insights, values, and action steps; 4. A recording of the session (optional) for your ongoing reflection; and 5. Curated follow-up recommendations offered for your next steps. This is your space to think bigger—not about what you’ll leave behind, but about how you’ll lead what’s next. If you’re ready to begin designing what truly matters, I invite you to schedule now. Best regards, Angelina Carleton Founder, Legacy Planning©