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Living Your Legacy
What makes this opportunity unique?
You determine the focus of our work together, selecting from topics that resonate most with your goals, such as:
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Legacy Goal Setting and Financial Clarity
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Digging into your Money Conditioning that is in the driver’s seat
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Net Worth Assessment and Tracking
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Understanding Existing and New Investments
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Building Sustainable Wealth Habits
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Automating Your Wealth Plan
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Cash Flow Analysis and Design
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Retirement Design and Planning
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Estate Planning
Whether you’re ready to lay the foundation, build momentum, or fully align your financial portfolio with your goals, this coaching experience is designed to meet you where you are.
All Programs Include:
Customizable Topics:
All programs are tailored to your unique needs, allowing you to focus on what matters most to you. Whether it's understanding your investment portfolio, debt management, career alignment, retirement design, or estate planning, you choose the path we take.
Time as a Key Driver:
Longer engagements provide space for financial habits to take root, strategies to show results, and confidence to grow as you see real change.
Community and Support:
At every step, you’re supported in a safe, judgment-free environment designed to help you overcome fear and embrace freedom. This is your space to grow, recalibrate, and take bold steps toward financial freedom.
Are you ready to design and realize your path to wealth empowerment and freedom? Let's go!
Legacy Foundations
Finding Freedom in Clarity
This 3 session program is designed to help you face your financial truths, complete a financial assessment and take the first steps toward lasting change. While habits and results take time, these three sessions focus on uncovering what matters most and building a strong starting point for your financial legacy. You choose the topics that resonate with your goals, and we’ll craft a plan that empowers you to act.
Legacy Builders
Empowering Your Path
Over six sessions, this program provides the time and support needed to go deeper into your financial life. Together, we’ll address critical areas of your financial portfolio, build sustainable habits, and set you up for success in managing transitions and achieving your goals. The longer engagement allows for tracking progress and adjusting strategies as you grow more confident.
Legacy Architects
Growth in Action
This year-long engagement offers the ultimate opportunity to fully embrace your financial legacy. With time to implement strategies, refine habits, and adapt to life’s changes, this program helps you move from clarity to mastery. Together, we’ll address every facet of your financial life, ensuring your money becomes a powerful tool for living the life you desire.
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