SO WHAT'S MISSING WITH AFFLUENT AND PURPOSE DRIVEN LEADERS?
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They have something to lose—and something meaningful to give.
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They’ve achieved success, but are often haunted by the feeling: “Is this all there is?”
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They face complex transitions—financial, familial, and existential.
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They influence others—their choices impact families, organizations, and communities.
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They’re often under served by traditional financial or legal advisors who focus on assets, not alignment or meaning.
WHY DO SUCCESSFUL LEADERS NEED TO DESIGN A LEGACY?
🕰️ Success without significance?
It’s more common than you know.
Here’s why high-achieving leaders and entrepreneurs need to design their holistic legacy—before it’s too late:
✨ 1. You have something to lose—and something deeper to give.
Your life’s work holds value far beyond dollars. Are you protecting what really matters?
✨ 2. You’ve hit success… but wonder: Is this all there is?
Legacy isn’t just about what you leave. It’s about how you live.
✨ 3. You’re facing big transitions.
Business exit. Family shifts. Aging parents. Kids growing up. It’s time for intentional design, not reaction.
✨ 4. You influence more than you know.
Your decisions shape family, company culture, and community. Your legacy is already in motion.
✨ 5. You’re underserved by traditional advisors.
Most focus on assets. Few help you align your values, vision, and voice for generations.
🧭 It's time to build a legacy on purpose—not by accident.
Because regret is one list you don’t want to leave behind.
What's Our Process?
What Makes This Coaching Unique (compared to others in the space):
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Holistic + Human-Centered
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Not just financial, legal, or estate planning.
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Not just mindset coaching.
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A structured process that integrates values, relationships, vision, and wealth.
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Legacy-as-a-Process, Not Just a Document
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Most advisors focus on what you leave.
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You focus on how you live now—with the end in mind.
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Cross-Disciplinary Expertise
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Combines coaching, succession planning, wealth psychology, family dynamics, and personal growth.
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Customized for High-Level Thinkers
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Built for entrepreneurs, founders, and executives who want clarity, not cliché.
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Actionable Legacy Design
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Your clients don’t just reflect—they build systems, messages, and strategies that ensure their impact is preserved and expanded.
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Here’s How It Works:
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Book a Discovery Session: Start with a 90-minute virtual conversation to assess your goals, challenges, etc.
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Weekly Coaching Sessions: Show up for debriefing discussions that empower you for your next steps.
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Collaborate and Build: Together, we will develop your legacy and how to make it unique and impactful.
Investing in a 6 or 12-month coaching partnership is the right next step to secure your future of meaning and connection as well as contribution. Don’t risk leaving your legacy unprepared and unsupported! Embrace this journey of a lifetime and confidently navigate your legacy in personal agency —creating a satisfying future for generations to come. Let's get started!
So what is the Co-Active Coaching model?
Co-Active simply means “being in action…together.” Or perhaps, “being together…in action.” This style of coaching helps you stretch your sight line, live beyond your comfort zone, and grow with each session. It’s a model and methodology to better understand yourself and process emotions — so you can finally exercise personal agency with your legacy as it's more than black ink on white paper. It's getting clear first and then, inviting others into your vision.
So How Does This Apply To Affluent and Purpose Driven Individuals?
Successful, driven individuals—entrepreneurs, professionals, and family stewards—want their life to mean more than just success. Deep down, they desire a legacy that reflects their values, not just their valuables.
They feel a quiet sense of unease.
Despite their accomplishments, something is missing.
They’re unsure how to transfer wisdom, preserve meaning, or avoid family conflict down the line.
They fear leaving behind regret—of words unsaid, time wasted, or potential unrealized.
Philosophically, a legacy should be designed, not left to chance.
That’s where we at Legacy Planning(c) come in.
We’ve walked this path with hundreds of purpose-driven leaders.
We listen deeply, guide intentionally, and help bring clarity to what matters most.
We know what it’s like to feel the pressure of success without a clear sense of legacy.
With years of experience in coaching, advisory, and business experience,
we’ve helped clients move from uncertainty to peace of mind.
We offer a proven, holistic legacy framework:
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Clarify what matters most to you—personally, professionally, spiritually.
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Align your wealth, relationships, and decisions with your values.
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Design a living legacy plan—one that evolves as you do.
Let’s take the first step toward a future that reflects your deepest purpose—starting now, not someday.
Don’t leave your legacy to attorneys and chance.
Don’t let family harmony, wisdom, or meaning get lost in the silence.
Don’t live with regret about the impact you could have made.
Instead, live with clarity and confidence.
Feel the peace of knowing your story, values, and vision will outlast you—by design.
Leave behind more than assets. Leave behind a legacy that matters.
Cross regret off your list. Design your holistic legacy.