Design Your Legacy - 6 Months

Service Description

What comes after success? Your legacy, designed with intention. This 6-month private coaching program is for accomplished individuals ready to define, develop, and execute a living legacy that reflects their values, influence, and long-term vision. What we’ll cover: Month 1: Discovery & Alignment — Define your values, purpose, and what truly matters. Month 2: Vision & Legacy Mapping — Clarify your future impact and how you wish to be remembered. Month 3: Identity & Influence — Refine your voice, presence, and how you lead your legacy now. Month 4: Relationship Stewardship — Address family, succession, and intentional communication. Month 5: Strategic Integration — Align your advisors, wealth, and estate with your legacy. Month 6: Execution & Leadership — Build rituals, plans, and commitments to sustain your legacy. Includes: • 2x monthly private 75-min sessions or weekly 45-min sessions; • Legacy workbook + evolving playbook with insights from sessions; • Custom session summaries & recordings if you would like them; • Direct email access between sessions for questions, aha moments; • Optional collaboration with other advisors on your team. This is your space to design what truly endures. When you're ready, let’s begin. Best regards, Angelina Carleton Founder, Legacy Planning©