FAQ

  • What if I’m not sure which session to book?
    Start with a free Legacy Session—we’ll help guide your next steps.

  • Is this confidential?
    Yes. Every session is 100% private and protected.

  • Do I need anything to prepare?
    Just bring yourself. If needed, we’ll request info after your first session.

  • Where do meetings take place?

    Meetings are conducted virtually to allow us to serve communities across the Nation. We also do face to face and meetings via telephone as well to accommodate those who would prefer alternatives.

Book Your Legacy Session

Whether you're just getting started, seeking clarity, or ready to go deeper—this is your next move.
All sessions are private, judgment-free, and built around you.

This Isn’t Just a Meeting. It’s Momentum.

Your Legacy Session is a 1-on-1 virtual experience designed to meet you where you are.
We’ll talk about your goals, your current situation, and the roadblocks standing in your way.
No pressure. No shame. Just real steps forward.

Includes:

  • Personal intake and discussion

  • Financial clarity assessment

  • Service recommendations tailored to you

  • Optional follow-up plan or next steps

Choose Your Session Type

  • Free Legacy Intro Session — 20 mins — (First-time clients only)

  • Free Legacy for Teams Meeting - 60 mins

  • Financial Coaching Session — 45 mins

  • Strategic Consulting Session — 60 mins

  • Full Planning Session — 90 mins

Not sure what you need? Start with a free Legacy Session. We’ll guide the rest.