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Secure Your Legacy. Empower Your Loved Ones.

What Is a Legacy Clarity Session?

The Legacy Clarity Session is a powerful 45-minute session designed to help you get organized, educated, and equipped to protect your legacy and ensure your family is taken care of financially and emotionally, no matter what life brings.

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As a financial coach, I guide you through the often-overwhelming process of understanding your legacy options, without legal jargon or pressure. This session is perfect for professional women of color ready to create peace of mind and purpose-driven wealth.

Image by Carrita Tanner

Why This Session Matters

Estate planning isn’t just for the wealthy; it’s for the wise.
You’ve worked hard to build a life you’re proud of. Now it’s time to ensure that legacy is protected.

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  • Are your loved ones financially protected if something happened to you?

  • Do you have a Will, Trust, Power of Attorney, or Advance Directive?

  • Is your life insurance coverage enough, and outside of your job?

  • Would your family know what to do with your accounts and documents?

If you’re unsure, overwhelmed, or simply haven’t gotten around to it, this session is for you.

What We’ll Cover:

In just 45 minutes, you’ll walk away with clarity and a plan:

  • Life Insurance Needs Review

  • Introduction to Term Life & “Buy Term, Invest the Difference”

  • Access to Legal Protection Membership for Will, POA, Advanced Directive & Trust

  • Legacy Planning Education (what to know, what to avoid)

  • Personalized Checklist of What You’re Missing

  • Accountability Action Plan

Image by Christina @ wocintechchat.com

What You’ll Receive:

  • Legacy Snapshot Assessment

  • Life Insurance Policy Tracker

  • Legacy Planning Checklist

  • “If I’m Not Here” Guardian Wishes Booklet

  • Resource Guide

  • Follow-Up Email Recap with Action Plan​

Investment: $75

This is a coaching session designed to support your clarity and action.
Not a legal or sales pitch. Just real, relatable, and results-driven guidance.

Peace of Mind Starts Here

Your family deserves more than confusion, court costs, or conflict.
You deserve clarity, confidence, and control over your legacy.

Book Your Legacy Clarity Session Now

Secure your family’s future. Walk away with clarity today.

100% Confidential & Compassionate Support

Because protecting what you’ve built should never feel overwhelming.

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