The Legacy Audit Blueprint

The Legacy Blueprint Experience (4-Session Coaching Package)

This is more than planning, it’s legacy building. In four deep-dive sessions, we take your intake form and turn it into a clear, personalized blueprint that protects what matters and helps you lead with intention.

Includes:
• Four 60-minute sessions (Zoom or in person)
• Goal-setting and personalized planning
• Guidance on wills, trusts, life insurance, and more
• Legacy Blueprint summary PDF to share with attorneys, advisors, or spiritual leaders
• Legacy resources to support ongoing individual or family conversations

Investment: $1,499
For individuals or couples ready to create something lasting.