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Three Day "Individuality" Workshop

Wealth From Knowledge

  • 24 hours
  • Based On Attendance
  • West Olympic Boulevard

Service Description

What if you arrive to a place in your life where you find yourself with the financial means (through the sale of a business, a transfer of an inheritance, newfound wealth through digital assets, etc) where designing a holistic legacy is now within your reach? You might now be ready to transition from survival mode to self-actualization in mindset, but you don’t know where to start. The idea alone of creating a personal legacy is not talked about in general society or within our public consciousness where it could be in the forefront of one’s mind. Polite conversations with friends and associates can only increase your awareness so far as to the blind spots, needed action steps, or the internal feeling of what it is to be you in your footsteps. So who do you trust to bounce ideas off of or, for a mission debrief of your baseline, to cultivate the best relationship with yourself as well as those around you in the ripple effects of decisions? The more you know your inner self, through intimate coaching sessions, learning and incorporating your core and/or aspirational values, the more your purpose and desire to contribute becomes clear and real. There’s a white space (empty space) between the worlds of estate planning and financial planning known as life planning where a trained co-active coach can bring out the best answers within you as a human being. These answers can lead to your writing your own "Legacy Statement" (one value or guiding principle, what's at stake, why it's important and your one sentence vision statement). For committed clients, there's the introduction of your hard cover coffee table book to distill and pass on the broader context of your life’s lessons, wisdom and roots. Our hope is for clients, through our framework, to find more freedom, fulfillment and satisfaction after this 2-25 day experience because your legacy includes more than the quantitative side of asset creation and/or transfer. It includes you: your stories, your values and your wisdom in the broader context of communicating those guiding principles. When you develop your individualized legacy plan, true to who you are, the ROI is your vision as the foundation for your future no matter the obstacles.

Contact Details

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


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