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Protect Your Legacy. Empower Your Family.

Discover the life insurance and legacy planning tools every woman of color needs to build, protect, and pass on generational wealth.

Why Legacy & Life Insurance Should Be a Priority

Estate planning and life insurance aren’t just for the wealthy; they’re for every family who wants to stay protected and build generational wealth. Our resources are designed to break financial barriers and give you clarity and confidence around protecting what matters most.

Life Insurance

Legacy Planning

Toolkits

Coaching

Featured Digital Resources

Keep It In The Family™: Why Life Insurance Is a Must for Building Black Wealth

Understand how term life insurance protects your family and creates financial opportunity.

  • Includes Financial Needs Worksheet + Policy Tracker

  • Companion Toolkit Available

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Legacy Matters: The Legacy Blueprint

Learn how to leave behind more than memories, leave a financial legacy.

  • Includes Legacy Checklist, Guardian Wishes Booklet, and more

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Toolkit Downloads

Life Insurance Awareness Toolkit

  • Life Insurance Needs Worksheet

  • Policy Tracker

  • Quick Guide to Understanding Life Insurance
     

 

Legacy Planning Toolkit

  • Legacy Snapshot Assessment

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

  • Referral & Resource Guide
     

Schedule a 1:1 Clarity Session

Legacy Clarity Session

Walk through your legacy goals, organize your assets, and ensure your wishes are protected.

  • $75 for a 45- minute session

  • Includes a recap and custom action plan designed to move you closer to peace, protection, and preparation.

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Life Insurance Clarity Session (FREE)

Learn your options, get custom quotes, and finally understand the policies that build wealth.

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Expand Your Wealth Journey

Keep It In The Family™: Passing Down Property Without Probate or Taxes

Learn how to avoid the legal pitfalls that prevent your family from inheriting your property smoothly and tax-efficiently.

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Financial Clarity Session

A 45-minute personalized session to help you get unstuck with your money, understand your numbers, and leave with a 90-day financial mini roadmap.

 

 

Money Clarity Toolkit

Jumpstart your financial transformation with this downloadable tool filled with worksheets and reflection prompts designed for women of color.

 

 

The Smart Saver’s Workbook: Maximize Your Money with a HYSA

Learn how to increase your savings and make your money work harder using high-yield savings accounts.

Start Your Legacy Journey Today

Whether you're buying life insurance, organizing your affairs, or just getting started, you’re in the right place. Let’s protect your family, build generational wealth, and leave a legacy that lasts.

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