Leave a Legacy of Financial Strength and Confidence

You’ve tried budgeting apps, advice from friends, and going it alone—but now you want personal guidance to build lasting change.

The Legacy Path gives you direct 1-on-1 coaching, deep financial transformation, and a legacy plan for your future.

✅ WHAT’S INCLUDED

• Everything from The Starting Point and The Journey
• Biweekly 1-on-1 coaching sessions
• Personalized financial planning
• Private access to premium tools + custom resources
• Quarterly vision meetings
• Estate, investment, and insurance guidance

🧭 HOW IT WORKS

1. Apply and schedule a clarity call
2. Work with your coach to design your financial roadmap
3. Meet regularly, stay aligned, and build your legacy

👥 WHO IT’S FOR

• Families and couples ready to get serious
• High-achievers who want to build and protect wealth
• Anyone who wants white-glove coaching and lasting results