9190 W. Olympic Blvd. #368, Beverly Hills, California, Ph: (310) 433-1051, info@angelinacarleton.com             © 2019 by Legacy Planning

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Due to the confidential nature of coaching and request for privacy, actual names are withheld.

Client # 1: Age 50, he is an investment advisor, holds an MBA and now works with private businesses related to financial planning.  Previously, he held leadership positions at global, public companies.

Born and raised in the Midwest (USA), he works with a coach (“legacy planner”) for the following three reasons:

  1. Reframing Perspectives: When he believes so strongly in his opinion, he will go down battling for it.  Yet, just because his first belief appears to be natural, it may just be a natural or hard-wired reaction.  The initial thought might not be right, correct or factual.  Or even, the true experience because his lens is based on his personal experiences.  Could there be an inkling as to another possibility that is available?  A coach becomes the neutral party to point out “what if your perspective is just that … your perspective?”  This client has a value around truth and is willing to set aside his pride for growing his awareness and self-discovery. 


    This ability to reflect on a weekly basis allows for better leadership to emerge in understanding:

  • The people around him;

  • His strategies of getting “buy in” from all parties around him to deliver; and

  • What he really gained in the short and long term if he missed one party’s “buy in”.

   2. Leading With The Big Picture (aka “meta-view”): In the 1990’s, there were these images in the shopping malls that 

       people would stare for minutes at a time to see different objects emerge.   


       When this client gets caught in the details, a coach can pull him up to see his life canvas and goals from a                 

       distance.  Whether it is his lack of focus due to ADHD to his own self-doubts, a coach refocus this client back to their

       vision as well as who they are as a whole person.If this highly educated individual feels a lack of comfort with success,

       due to internal self-talk, he can sabotage his potential to give with his full spectrum of talents.A coach can hold a space

       to see daily or weekly obstacles from a distance in the intention for this client to remember the bigger vision. When one

       thing goes right or wrong related to progress, it can feel more important when it is just a tiny detail to the full picture. In

       life overall, he knows he is on a path transitioning forward in positive development for both himself and the lives he



3.   Remembering Core Values: This client holds strong to his values of respect in what people actually bring to the table.  He

      would rather deal with a genuine person with flaws than a phony who seeks external recognition.  In maintaining the 

      value of respect, he checks himself as it relates to conscious and subconscious biased judgements: if someone makes a 

      comment that shows a lack of respect, will he view that other party as “totally worthless”?  He may not throw someone

      under the bus to get ahead but he is aware that the value of respect can bring out the best or worst in him.   Like a

      trapeze artist who walks on a high wire act, he has seen what can happen if someone falls in life experiences: as it     

      relates to respect, he knows what motivates him in his environment.

Bottom Line:

      He cares to leave a legacy behind him for a feeling of value and his happiness.  Being able to deliver in forward progress        and accomplish milestones increases self-worth.


Client # 2: Age 57, he is a business professional, a vegetarian and from the Mediterranean.  He can speak three languages and has lived in three countries, while enjoying one month of holiday (vacation) each year.

Born and raised along the Adriatic Sea in the Republic of Serbia (Europe), he works with a coach (“legacy planner”) for the following two reasons:

  1. Accountability: He believes our written and spoken goals are a life fulfilling prophecy.  Though in semi-retirement, he does not want to slip back into lazy habits.  

       He plans to create jobs around high quality clothes, using only cashmere, wool and silk.  He also plans to build homes             with stone and brick compared to wood on four acres for each site.  His legacy plans reflect his core values around

       honesty, integrity, kindness, high culture (as in superb and continual compared to superior), generosity, temperance, 

       humility, physical and emotional beauty, material and spiritual wealth, wisdom and good design.  Accountability is

       important to him because he believes he lives his legacy also through his righteous actions.  He believes everything is

       spiritual, especially his influence and impact in building up another’s economics.    

   2. Encouragement: To be reminded on a weekly basis of how important this work to him because it is more than just his             financial inheritance to his kids.  He has gifted about $1 million to others in direct donations to make other’s lives easier

       in the past twenty years: small amounts were given to other’s weddings, rent payments, groceries, etc where no

       intermediary was involved in the transactions. 

       The weekly obstacles he faces includes managing others and his own expectations.What if their best is not measured by

       his best? What if his standards are too high?He also faces dealing with other people’s conclusions when they have an

       error in their thinking. While he will not over promise in business, he has learned to let go when other’s promise include

       deceit.When he can shift his thoughts back what he does have influence over, other areas of concern fall away as

       distractions.His influence includes public speaking to teach others what he knows for sure.

Bottom Line:

       He wants joy, now and forever.  Forever is defined in spiritual terms to him.   Joy is his ability to give with the highest

       quality materials to strengthen society for tomorrow.

Client # 3: Age 54, he is born and raised in England and has an engineering degree.

He collaborates with a coach ("legacy planner") for the following reasons:


Space to Reflect and Regroup: His objectives are listed and then, revisited.  Questions are raised such as "Why didn't I do that or get that done?" or "What got in the way?"  Milestones are reviewed for the intention of forwarding all ideas, goals and actions. 

The values he gets to honor by actively living out his legacy goals each week include integrity, justice, honor, commitment ("Be your word." and love (for his children).  As a distinguished Brit, he quotes Winston Churchill "Men occasionally stumble over the truth, but most of them pick themselves up and hurry off as if nothing had happened."   


Obstacles include the sheer scale of what he is trying to accomplish, to make the complicated succinct, and articulating information as complex as a Suisse watch into refined, shorter documents as well as wishing he had more time.  At times, he can feel overwhelmed.

Bottom Line:

He feels he has an inherent duty to give back today through the "knowledge economy".  While he is mostly autonomous in nature and thus stays behind the scenes, he is working each week in a cycle of learning, writing and consulting.  He is driven by an awareness he has only so much time to reach his goals: when he is done here with his time in this life, he hopes to have left bread crumbs and a path for others to follow his lead.      


Client # 4: Age 26, she is a college graduate and works in a leadership role at a company that has nine manufacturing facilities, nine builder service centers, four assembly plants and $1.25B in annual revenue. 


She has worked with a coach ("legacy planner") for almost one year now for the following reasons: 


1. Perspective: To hear and consider various points of view or to be challenged to see the long range vision;

2. Being asked powerful questions to dig for the answers each week; and

3. The space to sit and think where the one on one conversations are personalized, tailor made and meets her needs. 

In Maslow's needs pyramid, fulfillment needs include a feeling of having and fulfilling a purpose. 


She holds an intention to both be a happy role model for her (soon to arrive) daughter and to be strong enough to navigate all the difficult issues a young girl will face in tomorrow's world.  This decision is based on a feeling that she does not want her daughter to suffer alone in facing life. 


In addition to giving strength to the family unit and supporting her husband's dreams, she would like to create a global, physical community to foster connection through handmade pieces of art that come with a cake or a box of tea.  Perhaps a non-profit or a foundation will be set up that carries out the plan of how to bring this idea and model to communities across America.  The intention would be to create a sense of community through art and the heart space and as a byproduct, decrease loneliness.  

She provided the following quote from a podcast "You are only scared because you can measure what will lose but you cannot see what you will gain."  

Other ideas include developing a sustainable small resort or hotel as to an investment that can be unique and useful.