Legacy Concierge. Visionary Tier

Service Description

Legacy is not a one-time event—it’s a living, evolving vision that requires ongoing leadership. For those who have completed the 6-month coaching experience—or for those who prefer the flexibility of continued, high-touch support without a fixed time frame—this monthly subscription is designed to help you sustain the clarity, momentum, and impact of your legacy with confidence. At this level of life and success, your time is valuable, your goals are complex, and your influence extends beyond financial outcomes. Whether you're navigating a family succession conversation, preparing for a philanthropic milestone, realigning with new advisors, or simply thinking more deeply about the mark you want to leave, having a trusted sounding board matters. For $5,000/month, your subscription includes: 1. 4 private 30-minute coaching session to reflect, refine, and strategize; 2. Ongoing email or text access for timely decision support or insight between sessions, without limit, in the momentum of what you are building; 3. Quarterly reviews of your legacy vision and execution plan to keep your trajectory aligned in debriefs; 4. Curated insights, resources, or feedback tailored to your evolving interests and needs; and 5. Collaborative integration with your existing advisors to ensure your legacy strategy is unified across financial, legal, philanthropic, and personal domains. This is not coaching by the hour. It’s a confidential advisory partnership, designed to support your long-term influence and evolving identity with precision, privacy, and accountability. The benefit? You stay proactive, not reactive. Your values stay integrated into your leadership and life. And your legacy plans don’t gather dust in a document on a shelf somewhere—it becomes the guiding thread of your ongoing impact and influence. Most importantly, you gain the space to make decisions not just for today—but for how you’ll set up the emotional foundation, or 'secure attachment' for tomorrow. If you’re seeking consistent, high-level support from a personal coach who understands the nuances of your goals and the weight of your responsibilities, this is your next step. Because the story of your legacy is still being written—and it’s worth getting right. Best regards, Angelina Carleton Founder, Legacy Planning©